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 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 $570B 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 $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Curi RMB Capital's SHYG Position: Q1 2026 in Review

Curi RMB Capital reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 14% in Q1 2026, selling an estimated $61.3K and leaving 9,028 shares worth $382K. The position accounts for 0.01% of the portfolio, ranked #670.

Curi RMB Capital first reported a position in SHYG in Q1 2024 and has held it in 9 quarters since. The position peaked at $628K in Q3 2024. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

Curi RMB Capital held 9,028 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $382K as of Q1 2026.
Curi RMB Capital sold 1,437 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $61.3K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.01% of Curi RMB Capital's portfolio in Q1 2026, its #670 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 9 quarters since.
Curi RMB Capital's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $628K in Q3 2024.
553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.