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

Courier Capital’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	$5.96M	Buy	144,379 +1,913	+1%	+$80.4K	0.29%	86
2026 Q2	$6.04M	Buy	142,466 +6,650	+5%	+$282K	0.3%	85
2026 Q1	$5.75M	Buy	135,816 +9,747	+8%	+$416K	0.32%	79
2025 Q4	$5.4M	Buy	126,069 +5,196	+4%	+$223K	0.3%	84
2025 Q3	$5.23M	Buy	120,873 +2,559	+2%	+$110K	0.3%	86
2025 Q2	$5.1M	Sell	118,314 -57,920	-33%	-$2.45M	0.31%	82
2025 Q1	$7.49M	Buy	176,234 +2,888	+2%	+$124K	0.49%	52
2024 Q4	$7.39M	Buy	173,346 +65,277	+60%	+$2.81M	0.51%	45
2024 Q3	$4.69M	Sell	108,069 -108,018	-50%	-$4.62M	0.32%	76
2024 Q2	$9.12M	Buy	216,087 +34,795	+19%	+$1.46M	0.72%	34
2024 Q1	$7.71M	Buy	181,292 +2,620	+1%	+$111K	0.56%	48
2023 Q4	$7.54M	Sell	178,672 -66,652	-27%	-$2.75M	0.57%	44
2023 Q3	$10.1M	Sell	245,324 -99,986	-29%	-$4.13M	0.83%	31
2023 Q2	$14.3M	Buy	+345,310	New	+$14.2M	1.13%	22

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Arch Capital Group Pembroke, Bermuda $288M AUM 1.8% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 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

Courier Capital's SHYG Position: Q3 2026 in Review

Courier Capital increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 1.3% in Q3 2026, buying an estimated $80.4K and bringing the position to 144,379 shares worth $5.96M. The position accounts for 0.29% of the portfolio, ranked #86.

Courier Capital first reported a position in SHYG in Q2 2023 and has held it in 14 quarters since. The position peaked at $14.3M in Q2 2023. 320 funds tracked by Wall St. Rank hold SHYG as of Q3 2026.

Courier Capital held 144,379 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $5.96M as of Q3 2026.
Courier Capital bought 1,913 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2026, an estimated $80.4K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.29% of Courier Capital's portfolio in Q3 2026, its #86 holding.
Courier Capital first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2023 and has held it in 14 quarters since.
Courier Capital's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $14.3M in Q2 2023.
320 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2026.

Based on Courier Capital's 13F filing for Q3 2026, filed 13 Oct 2026.