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CC
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
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
$528B AUM
27.57%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
AssetMark Inc
Concord, California
$49B AUM
17.78%
1-Year Est. Return
Empower Advisory Group
Greenwood Village, Colorado
$38.5B AUM
18.4%
1-Year Est. Return
JSTA
Japan Science & Technology Agency
Tokyo, Japan
$4.81B AUM
4.62%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
NL
NEPC LLC
Boston, Massachusetts
$5.02B AUM
7.87%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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