NorthStar Asset Management (New Jersey)’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

NorthStar Asset Management (New Jersey)’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	$1.34M	Buy	31,516 +4,760	+18%	+$202K	0.54%	36
2026 Q1	$1.13M	Sell	26,756 -230	-0.9%	-$9.82K	0.55%	36
2025 Q4	$1.16M	Sell	26,986 -1,160	-4%	-$49.8K	0.52%	38
2025 Q3	$1.22M	Buy	28,146 +6,760	+32%	+$291K	0.58%	33
2025 Q2	$923K	Buy	21,386 +16,139	+308%	+$683K	0.49%	37
2025 Q1	$223K	Buy	+5,247	New	+$225K	0.14%	80

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

NorthStar Asset Management (New Jersey)'s SHYG Position: Q2 2026 in Review

NorthStar Asset Management (New Jersey) increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 18% in Q2 2026, buying an estimated $202K and bringing the position to 31,516 shares worth $1.34M. The position accounts for 0.54% of the portfolio, ranked #36.

NorthStar Asset Management (New Jersey) first reported a position in SHYG in Q1 2025 and has held it in 6 quarters since. 573 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

NorthStar Asset Management (New Jersey) held 31,516 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.34M as of Q2 2026.
NorthStar Asset Management (New Jersey) bought 4,760 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $202K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.54% of NorthStar Asset Management (New Jersey)'s portfolio in Q2 2026, its #36 holding.
NorthStar Asset Management (New Jersey) first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
573 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on NorthStar Asset Management (New Jersey)'s 13F filing for Q2 2026, filed 5 Aug 2026.