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D.L. Carlson Investment Group’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

D.L. Carlson Investment Group’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 		$2.71M Buy
64,010
+4,310
+7% +$183K 0.43% 64
2026
Q1 		$2.53M Buy
59,700
+3,329
+6% +$142K 0.43% 62
2025
Q4 		$2.42M Buy
56,371
+8,055
+17% +$346K 0.41% 66
2025
Q3 		$2.09M Buy
48,316
+8,523
+21% +$367K 0.35% 73
2025
Q2 		$1.72M Sell
39,793
-2,730
-6% -$115K 0.31% 76
2025
Q1 		$1.81M Buy
42,523
+354
+0.8% +$15.2K 0.35% 81
2024
Q4 		$1.8M Buy
42,169
+1,735
+4% +$74.6K 0.32% 78
2024
Q3 		$1.76M Buy
40,434
+1,838
+5% +$78.5K 0.32% 83
2024
Q2 		$1.63M Sell
38,596
-1,285
-3% -$54.1K 0.31% 85
2024
Q1 		$1.7M Buy
39,881
+720
+2% +$30.5K 0.33% 77
2023
Q4 		$1.66M Buy
39,161
+4,835
+14% +$199K 0.34% 73
2023
Q3 		$1.41M Buy
34,326
+2,635
+8% +$109K 0.28% 78
2023
Q2 		$1.31M Buy
+31,691
New +$1.31M 0.25% 84

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Empower Advisory Group
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

D.L. Carlson Investment Group's SHYG Position: Q2 2026 in Review

D.L. Carlson Investment Group increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 7.2% in Q2 2026, buying an estimated $183K and bringing the position to 64,010 shares worth $2.71M. The position accounts for 0.43% of the portfolio, ranked #64.

D.L. Carlson Investment Group first reported a position in SHYG in Q2 2023 and has held it in 13 quarters since. 571 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • D.L. Carlson Investment Group held 64,010 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $2.71M as of Q2 2026.
  • D.L. Carlson Investment Group bought 4,310 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $183K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.43% of D.L. Carlson Investment Group's portfolio in Q2 2026, its #64 holding.
  • D.L. Carlson Investment Group 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.
  • 571 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on D.L. Carlson Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.