Everstar Asset Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Everstar Asset Management’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	$944K	Hold	22,260	–	–	0.46%	76
2026 Q1	$942K	Sell	22,260 -800	-3%	-$34.1K	0.5%	68
2025 Q4	$989K	Hold	23,060	–	–	0.53%	63
2025 Q3	$998K	Sell	23,060 -609	-3%	-$26.2K	0.57%	49
2025 Q2	$1.02M	Buy	23,669 +109	+0.5%	+$4.61K	0.62%	38
2025 Q1	$1M	Sell	23,560 -5,627	-19%	-$241K	0.66%	36
2024 Q4	$1.24M	Sell	29,187 -275	-0.9%	-$11.8K	0.88%	27
2024 Q3	$1.28M	Buy	+29,462	New	+$1.26M	0.88%	27

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

Everstar Asset Management's SHYG Position: Q2 2026 in Review

Everstar Asset Management held its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) position steady in Q2 2026 at 22,260 shares worth $944K. The position accounts for 0.46% of the portfolio, ranked #76.

Everstar Asset Management first reported a position in SHYG in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.28M in Q3 2024. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Everstar Asset Management held 22,260 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $944K as of Q2 2026.
Everstar Asset Management left its iShares 0-5 Year High Yield Corporate Bond ETF share count unchanged in Q2 2026.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.46% of Everstar Asset Management's portfolio in Q2 2026, its #76 holding.
Everstar Asset Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Everstar Asset Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.28M in Q3 2024.
569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Everstar Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.