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

GLOBALT 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 Q1	$453K	Sell	10,705 -67	-0.6%	-$2.86K	0.02%	184
2025 Q4	$462K	Sell	10,772 -262	-2%	-$11.2K	0.02%	175
2025 Q3	$478K	Sell	11,034 -613	-5%	-$26.4K	0.02%	172
2025 Q2	$502K	Sell	11,647 -1,329	-10%	-$56.2K	0.02%	177
2025 Q1	$552K	Sell	12,976 -1,330	-9%	-$57.1K	0.02%	164
2024 Q4	$610K	Sell	14,306 -320	-2%	-$13.8K	0.02%	167
2024 Q3	$635K	Sell	14,626 -331	-2%	-$14.1K	0.02%	167
2024 Q2	$631K	Sell	14,957 -1,596	-10%	-$67.2K	0.03%	166
2024 Q1	$704K	Sell	16,553 -775	-4%	-$32.8K	0.03%	166
2023 Q4	$732K	Buy	+17,328	New	+$715K	0.03%	163

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

GLOBALT Investments's SHYG Position: Q1 2026 in Review

GLOBALT Investments reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 0.62% in Q1 2026, selling an estimated $2.86K and leaving 10,705 shares worth $453K. The position accounts for 0.02% of the portfolio, ranked #184.

GLOBALT Investments first reported a position in SHYG in Q4 2023 and has held it in 10 quarters since. The position peaked at $732K in Q4 2023. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

GLOBALT Investments held 10,705 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $453K as of Q1 2026.
GLOBALT Investments sold 67 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $2.86K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.02% of GLOBALT Investments's portfolio in Q1 2026, its #184 holding.
GLOBALT Investments first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
GLOBALT Investments's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $732K in Q4 2023.
553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on GLOBALT Investments's 13F filing for Q1 2026, filed 15 May 2026.