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

CX Institutional’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	–	Sell	-191	Closed	-$8K	–	1646
2025 Q4	$8K	Buy	+191	New	+$8.2K	﹤0.01%	1225
2022 Q3	–	Sell	-153	Closed	-$6K	–	1021
2022 Q2	$6K	Buy	+153	New	+$6.47K	﹤0.01%	1020
2018 Q4	–	Sell	-60	Closed	-$3K	–	556
2018 Q3	$3K	Buy	+60	New	+$2.81K	﹤0.01%	318

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

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CX Institutional's SHYG Position: Q1 2026 in Review

CX Institutional sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2026, closing a stake of 191 shares — an estimated $8K sold.

CX Institutional first reported a position in SHYG in Q3 2018 and held it in 3 quarters. The position peaked at $8K in Q4 2025. 558 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

CX Institutional reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
CX Institutional sold 191 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $8K.
CX Institutional first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2018 and held it in 3 quarters.
CX Institutional's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $8K in Q4 2025.
558 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on CX Institutional's 13F filing for Q1 2026, filed 6 Apr 2026.