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SHYG icon

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 – 1818
2021
Q4 		$147K Buy
+3,239
New +$147K 0.01% 623

Other funds holding SHYG

HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
FA
Freestate Advisors Overland Park, Kansas $134M AUM 12.57% 1-Year Est. Return
PWG
Portside Wealth Group Provo, Utah $856M AUM 26.82% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return