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

Liberty Capital 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 		$321K Buy
+7,562
New +$321K 0.06% 143
2025
Q4 		$299K Hold
6,965
– – 0.06% 144
2025
Q3 		$302K Buy
+6,965
New +$300K 0.06% 144

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JSTA
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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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ACG
Arch Capital Group Pembroke, Bermuda $291M AUM 0.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Liberty Capital Management's SHYG Position: Q2 2026 in Review

Liberty Capital Management opened a new position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2026: 7,562 shares worth $321K. The stake represents 0.06% of the portfolio and ranks #143 among its holdings. This is a return to the name: Liberty Capital Management previously reported a position in SHYG as recently as Q4 2025.

Liberty Capital Management first reported a position in SHYG in Q3 2025 and has held it in 3 quarters since. 354 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Liberty Capital Management held 7,562 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $321K as of Q2 2026.
  • iShares 0-5 Year High Yield Corporate Bond ETF was a new Liberty Capital Management position in Q2 2026.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.06% of Liberty Capital Management's portfolio in Q2 2026, its #143 holding.
  • Liberty Capital Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 354 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Liberty Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.