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

Rockefeller 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 Q2	$2.31M	Buy	54,363 +3,306	+6%	+$140K	﹤0.01%	1321
2026 Q1	$2.16M	Buy	51,057 +8,469	+20%	+$362K	﹤0.01%	1269
2025 Q4	$1.83M	Buy	42,588 +13,163	+45%	+$565K	﹤0.01%	1286
2025 Q3	$1.27M	Buy	29,425 +8,761	+42%	+$377K	﹤0.01%	1317
2025 Q2	$891K	Sell	20,664 -24,753	-55%	-$1.05M	﹤0.01%	1372
2025 Q1	$1.93M	Buy	45,417 +22,259	+96%	+$955K	﹤0.01%	1056
2024 Q4	$987K	Buy	23,158 +7,451	+47%	+$320K	﹤0.01%	1254
2024 Q3	$682K	Buy	15,707 +493	+3%	+$21.1K	﹤0.01%	1348
2024 Q2	$642K	Sell	15,214 -41,375	-73%	-$1.74M	﹤0.01%	1365
2024 Q1	$2.41M	Buy	+56,589	New	+$2.4M	0.01%	931
2023 Q1	–	Sell	-1,405	Closed	-$57K	–	3593
2022 Q4	$57K	Buy	1,405 +225	+19%	+$9.2K	﹤0.01%	2330
2022 Q3	$47K	Sell	1,180 -1,957	-62%	-$80.9K	﹤0.01%	2384
2022 Q2	$127K	Sell	3,137 -8,557	-73%	-$362K	﹤0.01%	1826
2022 Q1	$514K	Sell	11,694 -3,386	-22%	-$150K	﹤0.01%	1303
2021 Q4	$683K	Buy	15,080 +8,870	+143%	+$402K	﹤0.01%	1207
2021 Q3	$283K	Buy	6,210 +4,534	+271%	+$207K	﹤0.01%	1466
2021 Q2	$77K	Sell	1,676 -6,315	-79%	-$289K	﹤0.01%	1905
2021 Q1	$366K	Sell	7,991 -3,837	-32%	-$175K	﹤0.01%	1123
2020 Q4	$537K	Buy	11,828 +4,696	+66%	+$210K	﹤0.01%	888
2020 Q3	$313K	Buy	7,132 +3,859	+118%	+$170K	﹤0.01%	921
2020 Q2	$140K	Buy	3,273 +2,687	+459%	+$114K	﹤0.01%	1056
2020 Q1	$24K	Buy	586 +110	+23%	+$4.93K	﹤0.01%	1454
2019 Q4	$22K	Buy	+476	New	+$22K	﹤0.01%	1367

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

Rockefeller Capital Management's SHYG Position: Q2 2026 in Review

Rockefeller Capital Management increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 6.5% in Q2 2026, buying an estimated $140K and bringing the position to 54,363 shares worth $2.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1321.

Rockefeller Capital Management first reported a position in SHYG in Q4 2019 and has held it in 23 quarters since. The position peaked at $2.41M in Q1 2024. 574 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Rockefeller Capital Management held 54,363 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $2.31M as of Q2 2026.
Rockefeller Capital Management bought 3,306 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $140K.
iShares 0-5 Year High Yield Corporate Bond ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1321 holding.
Rockefeller Capital Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2019 and has held it in 23 quarters since.
Rockefeller Capital Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $2.41M in Q1 2024.
574 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.