Rothschild Investment LLC’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Rothschild Investment LLC’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	$7.33K	Buy	173 +2	+1%	+$85	﹤0.01%	2061
2026 Q1	$7.25K	Sell	171 -14	-8%	-$598	﹤0.01%	1863
2025 Q4	$7.94K	Sell	185 -8	-4%	-$343	﹤0.01%	1668
2025 Q3	$8.35K	Buy	193 +2	+1%	+$86	﹤0.01%	1512
2025 Q2	$8.24K	Hold	191	–	–	﹤0.01%	1294
2025 Q1	$8.12K	Hold	191	–	–	﹤0.01%	1234
2024 Q4	$8.14K	Hold	191	–	–	﹤0.01%	1193
2024 Q3	$8.29K	Hold	191	–	–	﹤0.01%	1163
2024 Q2	$8.06K	Buy	191 +82	+75%	+$3.45K	﹤0.01%	1136
2024 Q1	$4.64K	Hold	109	–	–	﹤0.01%	1143
2023 Q4	$4.6K	Buy	+109	New	+$4.5K	﹤0.01%	1092

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

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Rothschild Investment LLC's SHYG Position: Q2 2026 in Review

Rothschild Investment LLC increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 1.2% in Q2 2026, buying an estimated $85 and bringing the position to 173 shares worth $7.33K. The position accounts for ﹤0.01% of the portfolio, ranked #2061.

Rothschild Investment LLC first reported a position in SHYG in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.35K in Q3 2025. 535 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Rothschild Investment LLC held 173 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $7.33K as of Q2 2026.
Rothschild Investment LLC bought 2 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $85.
iShares 0-5 Year High Yield Corporate Bond ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2061 holding.
Rothschild Investment LLC 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.
Rothschild Investment LLC's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $8.35K in Q3 2025.
535 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.