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

Patriot Investment Management Group’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	$567K	Buy	13,377 +470	+4%	+$19.9K	0.03%	159
2026 Q1	$546K	Hold	12,907	–	–	0.03%	160
2025 Q4	$553K	Hold	12,907	–	–	0.04%	158
2025 Q3	$559K	Buy	12,907 +1,740	+16%	+$74.9K	0.04%	154
2025 Q2	$482K	Hold	11,167	–	–	0.03%	166
2025 Q1	$475K	Sell	11,167 -260	-2%	-$11.2K	0.04%	157
2024 Q4	$487K	Sell	11,427 -4,451	-28%	-$191K	0.04%	159
2024 Q3	$689K	Buy	15,878 +161	+1%	+$6.88K	0.05%	135
2024 Q2	$663K	Buy	15,717 +991	+7%	+$41.7K	0.05%	137
2024 Q1	$627K	Hold	14,726	–	–	0.05%	146
2023 Q4	$622K	Hold	14,726	–	–	0.05%	140
2023 Q3	$604K	Hold	14,726	–	–	0.06%	140
2023 Q2	$610K	Hold	14,726	–	–	0.05%	150
2023 Q1	$614K	Sell	14,726 -375	-2%	-$15.5K	0.05%	149
2022 Q4	$633K	Buy	15,101 +1	+0%	+$41	0.05%	146
2022 Q3	$603K	Hold	15,100	–	–	0.06%	141
2022 Q2	$612K	Hold	15,100	–	–	0.06%	144
2022 Q1	$663K	Hold	15,100	–	–	0.06%	146
2021 Q4	$684K	Hold	15,100	–	–	0.06%	147
2021 Q3	$690K	Buy	15,100 +435	+3%	+$19.9K	0.06%	140
2021 Q2	$675K	Sell	14,665 -845	-5%	-$38.7K	0.06%	146
2021 Q1	$710K	Buy	15,510 +1,630	+12%	+$74.2K	0.07%	135
2020 Q4	$630K	Hold	13,880	–	–	0.1%	104
2020 Q3	$610K	Hold	13,880	–	–	0.07%	131
2020 Q2	$595K	Hold	13,880	–	–	0.08%	134
2020 Q1	$567K	Buy	13,880 +3,310	+31%	+$148K	0.09%	123
2019 Q4	$490K	Hold	10,570	–	–	0.06%	147
2019 Q3	$487K	Hold	10,570	–	–	0.07%	146
2019 Q2	$493K	Buy	10,570 +445	+4%	+$20.7K	0.07%	146
2019 Q1	$472K	Buy	+10,125	New	+$467K	0.07%	149

Other funds holding SHYG

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

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

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

Patriot Investment Management Group's SHYG Position: Q2 2026 in Review

Patriot Investment Management Group increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 3.6% in Q2 2026, buying an estimated $19.9K and bringing the position to 13,377 shares worth $567K. The position accounts for 0.03% of the portfolio, ranked #159.

Patriot Investment Management Group first reported a position in SHYG in Q1 2019 and has held it in 30 quarters since. The position peaked at $710K in Q1 2021. 235 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Patriot Investment Management Group held 13,377 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $567K as of Q2 2026.
Patriot Investment Management Group bought 470 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $19.9K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.03% of Patriot Investment Management Group's portfolio in Q2 2026, its #159 holding.
Patriot Investment Management Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2019 and has held it in 30 quarters since.
Patriot Investment Management Group's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $710K in Q1 2021.
235 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.