Owen LaRue’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Owen LaRue’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	$2.41M	Sell	56,799 -7,507	-12%	-$318K	0.84%	33
2026 Q1	$2.72M	Sell	64,306 -19,915	-24%	-$850K	1.04%	28
2025 Q4	$3.61M	Sell	84,221 -8,242	-9%	-$354K	1.37%	20
2025 Q3	$4M	Buy	92,463 +1,042	+1%	+$44.9K	1.58%	14
2025 Q2	$3.94M	Sell	91,421 -2,513	-3%	-$106K	1.68%	14
2025 Q1	$3.99M	Buy	93,934 +21,279	+29%	+$913K	1.99%	13
2024 Q4	$3.1M	Buy	72,655 +2,685	+4%	+$115K	1.62%	16
2024 Q3	$3.04M	Buy	69,970 +14,323	+26%	+$612K	1.61%	18
2024 Q2	$2.35M	Buy	55,647 +7,515	+16%	+$316K	1.45%	21
2024 Q1	$2.05M	Buy	+48,132	New	+$2.04M	1.28%	26

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

Owen LaRue's SHYG Position: Q2 2026 in Review

Owen LaRue reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 12% in Q2 2026, selling an estimated $318K and leaving 56,799 shares worth $2.41M. The position accounts for 0.84% of the portfolio, ranked #33.

Owen LaRue first reported a position in SHYG in Q1 2024 and has held it in 10 quarters since. The position peaked at $4M in Q3 2025. 573 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Owen LaRue held 56,799 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $2.41M as of Q2 2026.
Owen LaRue sold 7,507 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $318K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.84% of Owen LaRue's portfolio in Q2 2026, its #33 holding.
Owen LaRue first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
Owen LaRue's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $4M in Q3 2025.
573 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Owen LaRue's 13F filing for Q2 2026, filed 22 Jul 2026.