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 Q3	$237K	Sell	5,739 -1,498	-21%	-$63K	0.21%	88
2026 Q2	$307K	Buy	7,237 +2,205	+44%	+$93.5K	0.27%	74
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return

Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return

Peak Financial Management Wellesley, Massachusetts $441M AUM 13.88% 1-Year Est. Return

Objective Capital Management's SHYG Position: Q3 2026 in Review

Objective Capital Management reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 21% in Q3 2026, selling an estimated $63K and leaving 5,739 shares worth $237K. 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 11 quarters since. The position peaked at $443K in Q4 2021. 139 funds tracked by Wall St. Rank hold SHYG as of Q3 2026.

Objective Capital Management held 5,739 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $237K as of Q3 2026.
Objective Capital Management sold 1,498 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2026, an estimated $63K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.21% of Objective Capital Management's portfolio in Q3 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 11 quarters since.
Objective Capital Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $443K in Q4 2021.
139 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2026.

Based on Objective Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.