Grimes & Company’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Grimes & Company’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	–	Sell	-8,243	Closed	-$353K	–	470
2025 Q4	$353K	Buy	8,243 +189	+2%	+$8.11K	0.01%	357
2025 Q3	$349K	Sell	8,054 -1,980	-20%	-$85.2K	0.01%	355
2025 Q2	$433K	Sell	10,034 -4,811,024	-100%	-$204M	0.01%	285
2025 Q1	$205M	Buy	4,821,058 +183,627	+4%	+$7.88M	6.34%	3
2024 Q4	$198M	Buy	4,637,431 +237,086	+5%	+$10.2M	5.69%	3
2024 Q3	$191M	Buy	4,400,345 +162,000	+4%	+$6.92M	5.17%	4
2024 Q2	$179M	Buy	4,238,345 +172,460	+4%	+$7.26M	5.35%	4
2024 Q1	$173M	Buy	4,065,885 +132,813	+3%	+$5.62M	5.32%	4
2023 Q4	$166M	Buy	+3,933,072	New	+$162M	5.5%	4

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Grimes & Company's SHYG Position: Q1 2026 in Review

Grimes & Company sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2026, closing a stake of 8,243 shares — an estimated $353K sold.

Grimes & Company first reported a position in SHYG in Q4 2023 and held it in 9 quarters. The position peaked at $205M in Q1 2025. 555 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

Grimes & Company reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Grimes & Company sold 8,243 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $353K.
Grimes & Company first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2023 and held it in 9 quarters.
Grimes & Company's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $205M in Q1 2025.
555 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Grimes & Company's 13F filing for Q1 2026, filed 21 Apr 2026.