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

Disciplined Investments’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 		$499K Sell
11,777
-55
-0.5% -$2.33K 0.16% 90
2026
Q1 		$501K Sell
11,832
-814
-6% -$34.7K 0.18% 85
2025
Q4 		$542K Sell
12,646
-220
-2% -$9.44K 0.21% 79
2025
Q3 		$557K Hold
12,866
– – 0.22% 77
2025
Q2 		$555K Sell
12,866
-600
-4% -$25.4K 0.23% 75
2025
Q1 		$573K Buy
13,466
+992
+8% +$42.6K 0.26% 75
2024
Q4 		$532K Buy
12,474
+957
+8% +$41.1K 0.26% 80
2024
Q3 		$500K Buy
11,517
+230
+2% +$9.83K 0.25% 79
2024
Q2 		$476K Sell
11,287
-156
-1% -$6.57K 0.25% 76
2024
Q1 		$487K Sell
11,443
-755
-6% -$32K 0.27% 76
2023
Q4 		$515K Sell
12,198
-4,327
-26% -$178K 0.3% 71
2023
Q3 		$678K Sell
16,525
-573
-3% -$23.7K 0.41% 61
2023
Q2 		$709K Sell
17,098
-6,889
-29% -$284K 0.38% 61
2023
Q1 		$1,000K Buy
23,987
+4,026
+20% +$167K 0.42% 65
2022
Q4 		$816K Sell
19,961
-757
-4% -$31K 0.4% 63
2022
Q3 		$827K Buy
20,718
+4,498
+28% +$186K 0.38% 66
2022
Q2 		$658K Buy
16,220
+4,582
+39% +$194K 0.3% 75
2022
Q1 		$512K Buy
11,638
+4,871
+72% +$216K 0.21% 87
2021
Q4 		$307K Buy
6,767
+69
+1% +$3.13K 0.14% 101
2021
Q3 		$306K Buy
6,698
+70
+1% +$3.2K 0.15% 99
2021
Q2 		$305K Buy
6,628
+1,052
+19% +$48.2K 0.16% 100
2021
Q1 		$255K Buy
5,576
+1,443
+35% +$65.7K 0.15% 98
2020
Q4 		$188K Buy
4,133
+546
+15% +$24.4K 0.13% 93
2020
Q3 		$158K Buy
3,587
+2
+0.1% +$88 0.12% 100
2020
Q2 		$154K Buy
3,585
+193
+6% +$8.15K 0.12% 102
2020
Q1 		$139K Buy
3,392
+321
+10% +$14.4K 0.13% 97
2019
Q4 		$143K Buy
+3,071
New +$142K 0.12% 100

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

Disciplined Investments's SHYG Position: Q2 2026 in Review

Disciplined Investments reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 0.46% in Q2 2026, selling an estimated $2.33K and leaving 11,777 shares worth $499K. The position accounts for 0.16% of the portfolio, ranked #90.

Disciplined Investments first reported a position in SHYG in Q4 2019 and has held it in 27 quarters since. The position peaked at $1,000K in Q1 2023. 568 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Disciplined Investments held 11,777 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $499K as of Q2 2026.
  • Disciplined Investments sold 55 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $2.33K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.16% of Disciplined Investments's portfolio in Q2 2026, its #90 holding.
  • Disciplined Investments first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Disciplined Investments's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1,000K in Q1 2023.
  • 568 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Disciplined Investments's 13F filing for Q2 2026, filed 7 Aug 2026.