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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
Q2 		$431K Sell
10,171
-534
-5% -$22.7K 0.01% 189
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
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

GLOBALT Investments's SHYG Position: Q2 2026 in Review

GLOBALT Investments reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 5% in Q2 2026, selling an estimated $22.7K and leaving 10,171 shares worth $431K. The position accounts for 0.01% of the portfolio, ranked #189.

GLOBALT Investments first reported a position in SHYG in Q4 2023 and has held it in 11 quarters since. The position peaked at $732K in Q4 2023. 571 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • GLOBALT Investments held 10,171 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $431K as of Q2 2026.
  • GLOBALT Investments sold 534 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $22.7K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.01% of GLOBALT Investments's portfolio in Q2 2026, its #189 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 11 quarters since.
  • GLOBALT Investments's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $732K in Q4 2023.
  • 571 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.