Koshinski Asset Management
SHYG icon

Koshinski Asset Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Koshinski Asset Management’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 		$235K Sell
5,542
-1,437
-21% -$61K 0.01% 700
2026
Q1 		$295K Buy
6,979
+2,127
+44% +$90.8K 0.02% 584
2025
Q4 		$208K Sell
4,852
-3,885
-44% -$167K 0.01% 682
2025
Q3 		$378K Sell
8,737
-66
-0.7% -$2.84K 0.03% 498
2025
Q2 		$380K Buy
8,803
+1,304
+17% +$55.2K 0.03% 463
2025
Q1 		$319K Buy
7,499
+1,504
+25% +$64.5K 0.03% 476
2024
Q4 		$255K Buy
5,995
+1,151
+24% +$49.5K 0.02% 527
2024
Q3 		$210K Sell
4,844
-1,538
-24% -$65.7K 0.02% 590
2024
Q2 		$270K Buy
+6,382
New +$269K 0.03% 488
2024
Q1 		– Sell
-5,609
Closed -$237K – 634
2023
Q4 		$237K Sell
5,609
-16,962
-75% -$700K 0.04% 444
2023
Q3 		$926K Sell
22,571
-22,309
-50% -$921K 0.11% 197
2023
Q2 		$1.86M Buy
+44,880
New +$1.85M 0.2% 115
2023
Q1 		– Sell
-51,556
Closed -$2.11M – 622
2022
Q4 		$2.11M Buy
51,556
+325
+0.6% +$13.3K 0.2% 120
2022
Q3 		$2.05M Buy
51,231
+15,622
+44% +$646K 0.24% 105
2022
Q2 		$1.44M Buy
35,609
+22,204
+166% +$939K 0.14% 166
2022
Q1 		$589K Buy
13,405
+5,567
+71% +$247K 0.05% 355
2021
Q4 		$355K Buy
7,838
+6,037
+335% +$274K 0.03% 478
2021
Q3 		$82.3K Buy
+1,801
New +$82.4K 0.01% 926

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

Koshinski Asset Management's SHYG Position: Q2 2026 in Review

Koshinski Asset Management reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 21% in Q2 2026, selling an estimated $61K and leaving 5,542 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #700.

Koshinski Asset Management first reported a position in SHYG in Q3 2021 and has held it in 18 quarters since. The position peaked at $2.11M in Q4 2022. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Koshinski Asset Management held 5,542 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $235K as of Q2 2026.
  • Koshinski Asset Management sold 1,437 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $61K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.01% of Koshinski Asset Management's portfolio in Q2 2026, its #700 holding.
  • Koshinski Asset Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2021 and has held it in 18 quarters since.
  • Koshinski Asset Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $2.11M in Q4 2022.
  • 569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.