CoreCap Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

CoreCap Advisors’s Portfolio SHYG Stock Details SHYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$103K	Buy	2,433 +1	+0%	+$42	﹤0.01%	1085
2026 Q1	$103K	Sell	2,432 -49	-2%	-$2.09K	﹤0.01%	1023
2025 Q4	$106K	Sell	2,481 -25	-1%	-$1.07K	﹤0.01%	1007
2025 Q3	$109K	Hold	2,506	–	–	﹤0.01%	1000
2025 Q2	$108K	Sell	2,506 -59	-2%	-$2.5K	﹤0.01%	955
2025 Q1	$109K	Sell	2,565 -326	-11%	-$14K	﹤0.01%	874
2024 Q4	$123K	Sell	2,891 -43,490	-94%	-$1.87M	0.01%	857
2024 Q3	$2.01M	Buy	46,381 +188	+0.4%	+$8.03K	0.09%	219
2024 Q2	$1.95M	Buy	46,193 +7,090	+18%	+$298K	0.2%	108
2024 Q1	$1.66M	Buy	39,103 +12,484	+47%	+$528K	0.09%	221
2023 Q4	$1.12M	Buy	+26,619	New	+$1.1M	0.07%	240
2022 Q4	$1.31M	Buy	31,959 +20,200	+172%	+$826K	0.09%	202
2022 Q3	$470K	Buy	11,759 +9,385	+395%	+$388K	0.04%	322
2022 Q2	$96K	Buy	+2,374	New	+$100K	0.01%	707
2022 Q1	–	Sell	-3,239	Closed	-$147K	–	1817
2021 Q4	$147K	Buy	+3,239	New	+$147K	0.01%	623

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CoreCap Advisors's SHYG Position: Q2 2026 in Review

CoreCap Advisors increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 0.04% in Q2 2026, buying an estimated $42 and bringing the position to 2,433 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #1085.

CoreCap Advisors first reported a position in SHYG in Q4 2021 and has held it in 15 quarters since. The position peaked at $2.01M in Q3 2024. 571 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

CoreCap Advisors held 2,433 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $103K as of Q2 2026.
CoreCap Advisors bought 1 iShares 0-5 Year High Yield Corporate Bond ETF share in Q2 2026, an estimated $42.
iShares 0-5 Year High Yield Corporate Bond ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1085 holding.
CoreCap Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2021 and has held it in 15 quarters since.
CoreCap Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $2.01M in Q3 2024.
571 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.