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

Objective 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 Q1	$213K	Sell	5,032 -602	-11%	-$25.7K	0.21%	88
2025 Q4	$242K	Buy	5,634 +489	+10%	+$21K	0.25%	76
2025 Q3	$223K	Buy	5,145 +87	+2%	+$3.75K	0.23%	82
2025 Q2	$218K	Sell	5,058 -3,411	-40%	-$144K	0.25%	81
2025 Q1	$360K	Sell	8,469 -95	-1%	-$4.08K	0.46%	52
2024 Q4	$365K	Sell	8,564 -820	-9%	-$35.2K	0.24%	85
2024 Q3	$407K	Buy	+9,384	New	+$401K	0.24%	90
2022 Q2	–	Sell	-8,895	Closed	-$391K	–	113
2022 Q1	$391K	Sell	8,895 -893	-9%	-$39.5K	0.3%	77
2021 Q4	$443K	Buy	+9,788	New	+$444K	0.31%	68

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Objective Capital Management's SHYG Position: Q1 2026 in Review

Objective Capital Management reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 11% in Q1 2026, selling an estimated $25.7K and leaving 5,032 shares worth $213K. The position accounts for 0.21% of the portfolio, ranked #88.

Objective Capital Management first reported a position in SHYG in Q4 2021 and has held it in 9 quarters since. The position peaked at $443K in Q4 2021. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

Objective Capital Management held 5,032 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $213K as of Q1 2026.
Objective Capital Management sold 602 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $25.7K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.21% of Objective Capital Management's portfolio in Q1 2026, its #88 holding.
Objective Capital Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2021 and has held it in 9 quarters since.
Objective Capital Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $443K in Q4 2021.
553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Objective Capital Management's 13F filing for Q1 2026, filed 4 May 2026.