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Laffer Tengler Investments’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Laffer Tengler Investments’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 		$2.01M Buy
47,395
+2,982
+7% +$127K 0.3% 86
2025
Q4 		$1.9M Sell
44,413
-228
-0.5% -$9.79K 0.29% 85
2025
Q3 		$1.93M Buy
44,641
+7,311
+20% +$315K 0.31% 83
2025
Q2 		$1.61M Sell
37,330
-1,241
-3% -$52.5K 0.29% 87
2025
Q1 		$1.64M Buy
38,571
+2,497
+7% +$107K 0.35% 77
2024
Q4 		$1.54M Buy
36,074
+4,138
+13% +$178K 0.3% 85
2024
Q3 		$1.39M Sell
31,936
-8,037
-20% -$343K 0.28% 87
2024
Q2 		$1.69M Buy
39,973
+19,846
+99% +$836K 0.36% 86
2024
Q1 		$856K Sell
20,127
-9,392
-32% -$398K 0.22% 92
2023
Q4 		$1.25M Sell
29,519
-949
-3% -$39.1K 0.33% 84
2023
Q3 		$1.25M Buy
30,468
+24,743
+432% +$1.02M 0.37% 81
2023
Q2 		$237K Sell
5,725
-1,257
-18% -$51.8K 0.06% 184
2023
Q1 		$291K Sell
6,982
-1,835
-21% -$76K 0.08% 171
2022
Q4 		$361K Buy
8,817
+361
+4% +$14.8K 0.1% 162
2022
Q3 		$338K Sell
8,456
-1,580
-16% -$65.3K 0.12% 142
2022
Q2 		$407K Buy
+10,036
New +$425K 0.14% 132

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Empower Advisory Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Laffer Tengler Investments's SHYG Position: Q1 2026 in Review

Laffer Tengler Investments increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 6.7% in Q1 2026, buying an estimated $127K and bringing the position to 47,395 shares worth $2.01M. The position accounts for 0.3% of the portfolio, ranked #86.

Laffer Tengler Investments first reported a position in SHYG in Q2 2022 and has held it in 16 quarters since. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

  • Laffer Tengler Investments held 47,395 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $2.01M as of Q1 2026.
  • Laffer Tengler Investments bought 2,982 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $127K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.3% of Laffer Tengler Investments's portfolio in Q1 2026, its #86 holding.
  • Laffer Tengler Investments first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • 553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Laffer Tengler Investments's 13F filing for Q1 2026, filed 13 May 2026.