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 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

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

Courier Capital's SHYG Position: Q2 2026 in Review

Courier Capital increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 4.9% in Q2 2026, buying an estimated $282K and bringing the position to 142,466 shares worth $6.04M. The position accounts for 0.3% of the portfolio, ranked #85.

Courier Capital first reported a position in SHYG in Q2 2023 and has held it in 13 quarters since. The position peaked at $14.3M in Q2 2023. 573 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Courier Capital held 142,466 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $6.04M as of Q2 2026.
Courier Capital bought 6,650 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $282K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.3% of Courier Capital's portfolio in Q2 2026, its #85 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 13 quarters since.
Courier Capital's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $14.3M in Q2 2023.
573 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Courier Capital's 13F filing for Q2 2026, filed 16 Jul 2026.