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

Curi RMB 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	$371K	Sell	8,750 -278	-3%	-$11.8K	0.01%	690
2026 Q1	$382K	Sell	9,028 -1,437	-14%	-$61.3K	0.01%	670
2025 Q4	$449K	Sell	10,465 -1,735	-14%	-$74.5K	0.01%	643
2025 Q3	$528K	Buy	12,200 +3	+0%	+$129	0.01%	506
2025 Q2	$526K	Buy	12,197 +361	+3%	+$15.3K	0.01%	500
2025 Q1	$503K	Sell	11,836 -884	-7%	-$37.9K	0.01%	385
2024 Q4	$542K	Sell	12,720 -1,737	-12%	-$74.7K	0.01%	402
2024 Q3	$628K	Buy	14,457 +3,591	+33%	+$153K	0.01%	398
2024 Q2	$459K	Buy	10,866 +2,156	+25%	+$90.8K	0.01%	431
2024 Q1	$371K	Buy	+8,710	New	+$369K	0.01%	471

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

Curi RMB Capital's SHYG Position: Q2 2026 in Review

Curi RMB Capital reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 3.1% in Q2 2026, selling an estimated $11.8K and leaving 8,750 shares worth $371K. The position accounts for 0.01% of the portfolio, ranked #690.

Curi RMB Capital first reported a position in SHYG in Q1 2024 and has held it in 10 quarters since. The position peaked at $628K in Q3 2024. 574 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Curi RMB Capital held 8,750 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $371K as of Q2 2026.
Curi RMB Capital sold 278 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $11.8K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.01% of Curi RMB Capital's portfolio in Q2 2026, its #690 holding.
Curi RMB Capital first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
Curi RMB Capital's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $628K in Q3 2024.
574 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.