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 Q3	$98.9K	Sell	2,397 -36	-1%	-$1.51K	﹤0.01%	1104
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

GWM

Gibbs Wealth Management Alpharetta, Georgia $955M AUM 18.67% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return

Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return

CoreCap Advisors's SHYG Position: Q3 2026 in Review

CoreCap Advisors reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 1.5% in Q3 2026, selling an estimated $1.51K and leaving 2,397 shares worth $98.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1104.

CoreCap Advisors first reported a position in SHYG in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.01M in Q3 2024. 147 funds tracked by Wall St. Rank hold SHYG as of Q3 2026.

CoreCap Advisors held 2,397 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $98.9K as of Q3 2026.
CoreCap Advisors sold 36 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2026, an estimated $1.51K.
iShares 0-5 Year High Yield Corporate Bond ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1104 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 16 quarters since.
CoreCap Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $2.01M in Q3 2024.
147 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.