Fulton Breakefield Broenniman’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Fulton Breakefield Broenniman’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	$3.78M	Buy	89,168 +2,325	+3%	+$98.6K	0.22%	66
2026 Q1	$3.67M	Buy	86,843 +4,306	+5%	+$184K	0.24%	65
2025 Q4	$3.54M	Buy	82,537 +2,686	+3%	+$115K	0.22%	64
2025 Q3	$3.46M	Buy	79,851 +2,457	+3%	+$106K	0.22%	64
2025 Q2	$3.34M	Sell	77,394 -24,827	-24%	-$1.05M	0.23%	63
2025 Q1	$4.35M	Buy	102,221 +8,548	+9%	+$367K	0.31%	59
2024 Q4	$3.99M	Buy	93,673 +6,727	+8%	+$289K	0.29%	64
2024 Q3	$3.78M	Buy	86,946 +10,734	+14%	+$459K	0.26%	65
2024 Q2	$3.22M	Buy	76,212 +12,344	+19%	+$520K	0.24%	64
2024 Q1	$2.72M	Buy	63,868 +23,813	+59%	+$1.01M	0.21%	63
2023 Q4	$1.69M	Buy	40,055 +6,921	+21%	+$285K	0.14%	72
2023 Q3	$1.36M	Buy	33,134 +6,074	+22%	+$251K	0.12%	79
2023 Q2	$1.12M	Buy	+27,060	New	+$1.12M	0.09%	85

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

Fulton Breakefield Broenniman's SHYG Position: Q2 2026 in Review

Fulton Breakefield Broenniman increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 2.7% in Q2 2026, buying an estimated $98.6K and bringing the position to 89,168 shares worth $3.78M. The position accounts for 0.22% of the portfolio, ranked #66.

Fulton Breakefield Broenniman first reported a position in SHYG in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.35M in Q1 2025. 571 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Fulton Breakefield Broenniman held 89,168 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $3.78M as of Q2 2026.
Fulton Breakefield Broenniman bought 2,325 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $98.6K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.22% of Fulton Breakefield Broenniman's portfolio in Q2 2026, its #66 holding.
Fulton Breakefield Broenniman 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.
Fulton Breakefield Broenniman's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $4.35M in Q1 2025.
571 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Fulton Breakefield Broenniman's 13F filing for Q2 2026, filed 3 Aug 2026.