NSIM
SHYG icon

North Star Investment Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

North Star Investment 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 		$308K Sell
7,255
-1,427
-16% -$60.5K 0.02% 456
2026
Q1 		$367K Hold
8,682
– – 0.02% 421
2025
Q4 		$372K Buy
8,682
+2,661
+44% +$114K 0.02% 363
2025
Q3 		$261K Buy
6,021
+550
+10% +$23.7K 0.02% 399
2025
Q2 		$236K Hold
5,471
– – 0.02% 400
2025
Q1 		$233K Buy
5,471
+606
+12% +$26K 0.02% 396
2024
Q4 		$207K Hold
4,865
– – 0.01% 409
2024
Q3 		$211K Sell
4,865
-225
-4% -$9.62K 0.01% 414
2024
Q2 		$215K Hold
5,090
– – 0.02% 396
2024
Q1 		$217K Hold
5,090
– – 0.02% 407
2023
Q4 		$215K Hold
5,090
– – 0.02% 409
2023
Q3 		$209K Sell
5,090
-47,500
-90% -$1.96M 0.02% 410
2023
Q2 		$2.18M Sell
52,590
-130
-0.2% -$5.36K 0.18% 139
2023
Q1 		$2.2M Sell
52,720
-1,100
-2% -$45.5K 0.18% 133
2022
Q4 		$2.2M Buy
53,820
+26,988
+101% +$1.1M 0.2% 125
2022
Q3 		$1.07M Buy
26,832
+13,017
+94% +$538K 0.11% 186
2022
Q2 		$560K Hold
13,815
– – 0.05% 282
2022
Q1 		$607K Buy
13,815
+6,070
+78% +$269K 0.05% 286
2021
Q4 		$351K Buy
+7,745
New +$351K 0.02% 340

Other funds holding SHYG

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FF
Foronjy Financial Santa Barbara, California $272M AUM 15.08% 1-Year Est. Return

North Star Investment Management's SHYG Position: Q2 2026 in Review

North Star Investment Management reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 16% in Q2 2026, selling an estimated $60.5K and leaving 7,255 shares worth $308K. The position accounts for 0.02% of the portfolio, ranked #456.

North Star Investment Management first reported a position in SHYG in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.2M in Q4 2022. 209 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • North Star Investment Management held 7,255 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $308K as of Q2 2026.
  • North Star Investment Management sold 1,427 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $60.5K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.02% of North Star Investment Management's portfolio in Q2 2026, its #456 holding.
  • North Star Investment Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • North Star Investment Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $2.2M in Q4 2022.
  • 209 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.