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

Permanens Capital’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 		– Sell
-847,010
Closed -$36.3M – 95
2025
Q4 		$36.3M Buy
847,010
+60,945
+8% +$2.62M 4.74% 8
2025
Q3 		$34M Sell
786,065
-95,684
-11% -$4.12M 5.08% 8
2025
Q2 		$38M Buy
+881,749
New +$37.3M 5.19% 6

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Empower Advisory Group
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Permanens Capital's SHYG Position: Q1 2026 in Review

Permanens Capital sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2026, closing a stake of 847,010 shares — an estimated $36.3M sold.

Permanens Capital first reported a position in SHYG in Q2 2025 and held it in 3 quarters. The position peaked at $38M in Q2 2025. 556 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

  • Permanens Capital reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Permanens Capital sold 847,010 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $36.3M.
  • Permanens Capital first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2025 and held it in 3 quarters.
  • Permanens Capital's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $38M in Q2 2025.
  • 556 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Permanens Capital's 13F filing for Q1 2026, filed 15 May 2026.