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 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 $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

IEQ Capital's SHYG Position: Q1 2026 in Review

IEQ Capital increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 0.7% in Q1 2026, buying an estimated $6.4K and bringing the position to 21,525 shares worth $911K. The position accounts for ﹤0.01% of the portfolio, ranked #1083.

IEQ Capital first reported a position in SHYG in Q4 2023 and has held it in 10 quarters since. The position peaked at $916K in Q4 2025. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

IEQ Capital held 21,525 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $911K as of Q1 2026.
IEQ Capital bought 150 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $6.4K.
iShares 0-5 Year High Yield Corporate Bond ETF made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1083 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 10 quarters since.
IEQ Capital's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $916K in Q4 2025.
553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.