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

IEQ Capital’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	$815K	Sell	19,208 -2,317	-11%	-$98.3K	﹤0.01%	1201
2026 Q1	$911K	Buy	21,525 +150	+0.7%	+$6.4K	﹤0.01%	1083
2025 Q4	$916K	Buy	21,375 +297	+1%	+$12.7K	﹤0.01%	1076
2025 Q3	$913K	Buy	21,078 +3,249	+18%	+$140K	﹤0.01%	1037
2025 Q2	$769K	Buy	17,829 +5,549	+45%	+$235K	﹤0.01%	954
2025 Q1	$522K	Buy	12,280 +145	+1%	+$6.22K	﹤0.01%	958
2024 Q4	$517K	Buy	12,135 +211	+2%	+$9.07K	0.01%	836
2024 Q3	$518K	Buy	11,924 +213	+2%	+$9.1K	0.01%	739
2024 Q2	$494K	Sell	11,711 -1,265	-10%	-$53.3K	0.01%	655
2024 Q1	$552K	Buy	12,976 +1,605	+14%	+$67.9K	0.01%	591
2023 Q4	$480K	Buy	+11,371	New	+$469K	0.01%	588

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

IEQ Capital's SHYG Position: Q2 2026 in Review

IEQ Capital reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 11% in Q2 2026, selling an estimated $98.3K and leaving 19,208 shares worth $815K. The position accounts for ﹤0.01% of the portfolio, ranked #1201.

IEQ Capital first reported a position in SHYG in Q4 2023 and has held it in 11 quarters since. The position peaked at $916K in Q4 2025. 571 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

IEQ Capital held 19,208 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $815K as of Q2 2026.
IEQ Capital sold 2,317 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $98.3K.
iShares 0-5 Year High Yield Corporate Bond ETF made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1201 holding.
IEQ Capital 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.
IEQ Capital's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $916K in Q4 2025.
571 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.