Naples Global Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.42M | Sell |
33,583
-1,650
| -5% | -$70K | 0.09% | 201 |
|
|
2026
Q1 | $1.49M | Sell |
35,233
-3,480
| -9% | -$149K | 0.11% | 186 |
|
|
2025
Q4 | $1.66M | Sell |
38,713
-3,735
| -9% | -$160K | 0.12% | 181 |
|
|
2025
Q3 | $1.84M | Buy |
42,448
+325
| +0.8% | +$14K | 0.14% | 171 |
|
|
2025
Q2 | $1.82M | Sell |
42,123
-1,065
| -2% | -$45.1K | 0.16% | 162 |
|
|
2025
Q1 | $1.84M | Sell |
43,188
-2,855
| -6% | -$122K | 0.17% | 156 |
|
|
2024
Q4 | $1.96M | Sell |
46,043
-1,165
| -2% | -$50.1K | 0.18% | 147 |
|
|
2024
Q3 | $2.05M | Sell |
47,208
-2,875
| -6% | -$123K | 0.19% | 141 |
|
|
2024
Q2 | $2.11M | Sell |
50,083
-1,430
| -3% | -$60.2K | 0.21% | 127 |
|
|
2024
Q1 | $2.19M | Sell |
51,513
-2,545
| -5% | -$108K | 0.22% | 127 |
|
|
2023
Q4 | $2.28M | Sell |
54,058
-8,595
| -14% | -$354K | 0.25% | 118 |
|
|
2023
Q3 | $2.57M | Sell |
62,653
-1,995
| -3% | -$82.4K | 0.31% | 97 |
|
|
2023
Q2 | $2.68M | Sell |
64,648
-3,250
| -5% | -$134K | 0.31% | 93 |
|
|
2023
Q1 | $2.83M | Sell |
67,898
-1,345
| -2% | -$55.7K | 0.35% | 84 |
|
|
2022
Q4 | $2.83M | Sell |
69,243
-443
| -0.6% | -$18.1K | 0.36% | 84 |
|
|
2022
Q3 | $2.78M | Sell |
69,686
-8,677
| -11% | -$359K | 0.38% | 83 |
|
|
2022
Q2 | $3.18M | Sell |
78,363
-10,765
| -12% | -$455K | 0.41% | 77 |
|
|
2022
Q1 | $3.92M | Buy |
89,128
+740
| +0.8% | +$32.8K | 0.45% | 64 |
|
|
2021
Q4 | $4M | Buy |
88,388
+2,947
| +3% | +$134K | 0.46% | 62 |
|
|
2021
Q3 | $3.9M | Buy |
85,441
+4,933
| +6% | +$226K | 0.51% | 54 |
|
|
2021
Q2 | $3.71M | Buy |
80,508
+11,900
| +17% | +$545K | 0.52% | 57 |
|
|
2021
Q1 | $3.14M | Buy |
68,608
+10,841
| +19% | +$494K | 0.48% | 63 |
|
|
2020
Q4 | $2.63M | Buy |
57,767
+19,874
| +52% | +$888K | 0.44% | 68 |
|
|
2020
Q3 | $1.67M | Buy |
37,893
+1,322
| +4% | +$58.1K | 0.32% | 92 |
|
|
2020
Q2 | $1.57M | Buy |
36,571
+60
| +0.2% | +$2.54K | 0.34% | 92 |
|
|
2020
Q1 | $1.49M | Buy |
36,511
+3,090
| +9% | +$138K | 0.39% | 75 |
|
|
2019
Q4 | $1.55M | Buy |
33,421
+3,367
| +11% | +$156K | 0.33% | 96 |
|
|
2019
Q3 | $1.4M | Buy |
30,054
+2,300
| +8% | +$107K | 0.33% | 100 |
|
|
2019
Q2 | $1.3M | Buy |
27,754
+6,705
| +32% | +$312K | 0.32% | 102 |
|
|
2019
Q1 | $983K | Buy |
21,049
+1,830
| +10% | +$84.5K | 0.25% | 133 |
|
|
2018
Q4 | $881K | Buy |
19,219
+5,170
| +37% | +$237K | 0.25% | 134 |
|
|
2018
Q3 | $661K | Buy |
14,049
+5,284
| +60% | +$247K | 0.18% | 174 |
|
|
2018
Q2 | $409K | Buy |
8,765
+4,395
| +101% | +$205K | 0.12% | 218 |
|
|
2018
Q1 | $204K | Buy |
+4,370
| New | +$205K | 0.06% | 280 |
|
Other funds holding SHYG
JSTA
NL
Naples Global Advisors's SHYG Position: Q2 2026 in Review
Naples Global Advisors reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 4.7% in Q2 2026, selling an estimated $70K and leaving 33,583 shares worth $1.42M. The position accounts for 0.09% of the portfolio, ranked #201.
Naples Global Advisors first reported a position in SHYG in Q1 2018 and has held it in 34 quarters since. The position peaked at $4M in Q4 2021. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.
- Naples Global Advisors held 33,583 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.42M as of Q2 2026.
- Naples Global Advisors sold 1,650 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $70K.
- iShares 0-5 Year High Yield Corporate Bond ETF made up 0.09% of Naples Global Advisors's portfolio in Q2 2026, its #201 holding.
- Naples Global Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2018 and has held it in 34 quarters since.
- Naples Global Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $4M in Q4 2021.
- 569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.
Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.