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

Principal Securities’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	$1.24M	Buy	29,335 +910	+3%	+$38.6K	0.02%	704
2026 Q1	$1.2M	Sell	28,425 -186,869	-87%	-$7.98M	0.02%	664
2025 Q4	$9.23M	Sell	215,294 -11,408	-5%	-$490K	0.14%	141
2025 Q3	$9.82M	Buy	226,702 +203,220	+865%	+$8.75M	0.16%	118
2025 Q2	$1.01M	Buy	23,482 +4,648	+25%	+$197K	0.02%	610
2025 Q1	$803K	Hold	18,834	–	–	0.02%	619
2024 Q4	$803K	Buy	18,834 +3,980	+27%	+$171K	0.02%	617
2024 Q3	$645K	Buy	14,854 +1,376	+10%	+$58.8K	0.02%	678
2024 Q2	$569K	Buy	13,478 +1,644	+14%	+$69.2K	0.02%	657
2024 Q1	$504K	Buy	11,834 +1,283	+12%	+$54.3K	0.02%	662
2023 Q4	$445K	Buy	+10,551	New	+$435K	0.02%	642

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

Principal Securities's SHYG Position: Q2 2026 in Review

Principal Securities increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 3.2% in Q2 2026, buying an estimated $38.6K and bringing the position to 29,335 shares worth $1.24M. The position accounts for 0.02% of the portfolio, ranked #704.

Principal Securities first reported a position in SHYG in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.82M in Q3 2025. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Principal Securities held 29,335 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.24M as of Q2 2026.
Principal Securities bought 910 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $38.6K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.02% of Principal Securities's portfolio in Q2 2026, its #704 holding.
Principal Securities first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Principal Securities's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $9.82M in Q3 2025.
569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.