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 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 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

D.L. Carlson Investment Group's SHYG Position: Q1 2026 in Review

D.L. Carlson Investment Group increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 5.9% in Q1 2026, buying an estimated $142K and bringing the position to 59,700 shares worth $2.53M. The position accounts for 0.43% of the portfolio, ranked #62.

D.L. Carlson Investment Group first reported a position in SHYG in Q2 2023 and has held it in 12 quarters since. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

D.L. Carlson Investment Group held 59,700 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $2.53M as of Q1 2026.
D.L. Carlson Investment Group bought 3,329 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $142K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.43% of D.L. Carlson Investment Group's portfolio in Q1 2026, its #62 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 12 quarters since.
553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on D.L. Carlson Investment Group's 13F filing for Q1 2026, filed 13 May 2026.