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 Q2	$1.87M	Sell	44,195 -3,200	-7%	-$136K	0.24%	90
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 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

Laffer Tengler Investments's SHYG Position: Q2 2026 in Review

Laffer Tengler Investments reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 6.8% in Q2 2026, selling an estimated $136K and leaving 44,195 shares worth $1.87M. The position accounts for 0.24% of the portfolio, ranked #90.

Laffer Tengler Investments first reported a position in SHYG in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.01M in Q1 2026. 571 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Laffer Tengler Investments held 44,195 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.87M as of Q2 2026.
Laffer Tengler Investments sold 3,200 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $136K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.24% of Laffer Tengler Investments's portfolio in Q2 2026, its #90 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 17 quarters since.
Laffer Tengler Investments's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $2.01M in Q1 2026.
571 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Laffer Tengler Investments's 13F filing for Q2 2026, filed 21 Jul 2026.