FCIM
SHYG icon

Fairview Capital Investment Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Fairview Capital Investment 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
Q1 		$5.47M Sell
129,373
-35,099
-21% -$1.5M 0.3% 57
2025
Q4 		$7.05M Sell
164,472
-13,555
-8% -$582K 0.36% 44
2025
Q3 		$7.71M Sell
178,027
-7,430
-4% -$320K 0.39% 42
2025
Q2 		$8M Sell
185,457
-2,530
-1% -$107K 0.41% 41
2025
Q1 		$7.99M Sell
187,987
-5,435
-3% -$233K 0.42% 43
2024
Q4 		$8.24M Sell
193,422
-4,502
-2% -$193K 0.43% 41
2024
Q3 		$8.59M Sell
197,924
-13,955
-7% -$596K 0.46% 40
2024
Q2 		$8.94M Sell
211,879
-6,399
-3% -$269K 0.5% 42
2024
Q1 		$9.29M Buy
218,278
+11,430
+6% +$484K 0.52% 42
2023
Q4 		$8.73M Buy
206,848
+8,380
+4% +$346K 0.52% 39
2023
Q3 		$8.14M Buy
198,468
+4,910
+3% +$203K 0.52% 41
2023
Q2 		$8.02M Sell
193,558
-1,000
-0.5% -$41.2K 0.51% 40
2023
Q1 		$8.11M Buy
194,558
+1,873
+1% +$77.6K 0.53% 40
2022
Q4 		$7.88M Sell
192,685
-23,995
-11% -$982K 0.54% 39
2022
Q3 		$8.65M Buy
216,680
+4,995
+2% +$207K 0.62% 38
2022
Q2 		$8.58M Buy
211,685
+25,100
+13% +$1.06M 0.6% 40
2022
Q1 		$8.2M Sell
186,585
-284
-0.2% -$12.6K 0.51% 40
2021
Q4 		$8.46M Buy
186,869
+2,202
+1% +$99.8K 0.54% 37
2021
Q3 		$8.44M Sell
184,667
-5,949
-3% -$272K 0.58% 38
2021
Q2 		$8.78M Buy
190,616
+3,756
+2% +$172K 0.6% 36
2021
Q1 		$8.56M Buy
186,860
+23,325
+14% +$1.06M 0.31% 59
2020
Q4 		$7.43M Buy
163,535
+8,685
+6% +$388K 0.3% 55
2020
Q3 		$6.8M Sell
154,850
-1,697
-1% -$74.6K 0.32% 52
2020
Q2 		$6.71M Sell
156,547
-1,335
-0.8% -$56.4K 0.32% 48
2020
Q1 		$6.45M Sell
157,882
-67,225
-30% -$3.01M 0.38% 43
2019
Q4 		$10.5M Sell
225,107
-7,750
-3% -$358K 0.51% 36
2019
Q3 		$10.8M Sell
232,857
-21,900
-9% -$1.02M 0.54% 38
2019
Q2 		$11.9M Buy
254,757
+17,775
+8% +$827K 0.6% 33
2019
Q1 		$11.1M Buy
236,982
+107,035
+82% +$4.94M 0.59% 33
2018
Q4 		$5.79M Buy
129,947
+40,375
+45% +$1.85M 0.34% 48
2018
Q3 		$4.22M Buy
89,572
+22,439
+33% +$1.05M 0.24% 48
2018
Q2 		$3.13M Buy
67,133
+27,583
+70% +$1.29M 0.18% 55
2018
Q1 		$1.85M Buy
+39,550
New +$1.86M 0.12% 64

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $38.5B AUM 18.4% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fairview Capital Investment Management's SHYG Position: Q1 2026 in Review

Fairview Capital Investment Management reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 21% in Q1 2026, selling an estimated $1.5M and leaving 129,373 shares worth $5.47M. The position accounts for 0.3% of the portfolio, ranked #57.

Fairview Capital Investment Management first reported a position in SHYG in Q1 2018 and has held it in 33 quarters since. The position peaked at $11.9M in Q2 2019. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

  • Fairview Capital Investment Management held 129,373 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $5.47M as of Q1 2026.
  • Fairview Capital Investment Management sold 35,099 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $1.5M.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.3% of Fairview Capital Investment Management's portfolio in Q1 2026, its #57 holding.
  • Fairview Capital Investment Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2018 and has held it in 33 quarters since.
  • Fairview Capital Investment Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $11.9M in Q2 2019.
  • 553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Fairview Capital Investment Management's 13F filing for Q1 2026, filed 15 May 2026.