Kraematon Investment Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Kraematon Investment Advisors’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	$750K	Sell	17,718 -563	-3%	-$24K	0.61%	53
2025 Q4	$784K	Sell	18,281 -540	-3%	-$23.2K	0.62%	50
2025 Q3	$815K	Sell	18,821 -80	-0.4%	-$3.44K	0.7%	41
2025 Q2	$815K	Buy	18,901 +177	+0.9%	+$7.49K	0.77%	39
2025 Q1	$796K	Sell	18,724 -752	-4%	-$32.3K	0.81%	39
2024 Q4	$830K	Sell	19,476 -725	-4%	-$31.2K	0.82%	42
2024 Q3	$877K	Sell	20,201 -1,608	-7%	-$68.7K	0.86%	39
2024 Q2	$920K	Sell	21,809 -2,012	-8%	-$84.7K	0.93%	36
2024 Q1	$1.01M	Sell	23,821 -363	-2%	-$15.4K	1.02%	31
2023 Q4	$1.02M	Sell	24,184 -1,383	-5%	-$57K	1.12%	28
2023 Q3	$1.05M	Sell	25,567 -2,536	-9%	-$105K	1.29%	25
2023 Q2	$1.16M	Sell	28,103 -757	-3%	-$31.2K	1.28%	24
2023 Q1	$1.2M	Buy	28,860 +210	+0.7%	+$8.7K	1.39%	22
2022 Q4	$1.17M	Buy	28,650 +7,399	+35%	+$303K	1.27%	23
2022 Q3	$849K	Buy	+21,251	New	+$879K	1.09%	32

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

Kraematon Investment Advisors's SHYG Position: Q1 2026 in Review

Kraematon Investment Advisors reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 3.1% in Q1 2026, selling an estimated $24K and leaving 17,718 shares worth $750K. The position accounts for 0.61% of the portfolio, ranked #53.

Kraematon Investment Advisors first reported a position in SHYG in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.2M in Q1 2023. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

Kraematon Investment Advisors held 17,718 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $750K as of Q1 2026.
Kraematon Investment Advisors sold 563 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $24K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.61% of Kraematon Investment Advisors's portfolio in Q1 2026, its #53 holding.
Kraematon Investment Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2022 and has held it in 15 quarters since.
Kraematon Investment Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.2M in Q1 2023.
553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Kraematon Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.