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

Saxony 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	$261K	Sell	6,163 -191	-3%	-$8.1K	0.12%	139
2026 Q1	$269K	Buy	6,354 +48	+0.8%	+$2.05K	0.16%	121
2025 Q4	$270K	Sell	6,306 -242	-4%	-$10.4K	0.17%	118
2025 Q3	$284K	Buy	6,548 +74	+1%	+$3.19K	0.19%	110
2025 Q2	$279K	Buy	6,474 +78	+1%	+$3.3K	0.21%	94
2025 Q1	$272K	Buy	6,396 +198	+3%	+$8.49K	0.24%	88
2024 Q4	$264K	Buy	6,198 +25	+0.4%	+$1.07K	0.23%	100
2024 Q3	$268K	Buy	6,173 +64	+1%	+$2.73K	0.25%	100
2024 Q2	$258K	Buy	6,109 +26	+0.4%	+$1.09K	0.28%	93
2024 Q1	$259K	Sell	6,083 -575	-9%	-$24.3K	0.31%	75
2023 Q4	$281K	Buy	+6,658	New	+$275K	0.37%	73

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

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

Saxony Capital Management reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 3% in Q2 2026, selling an estimated $8.1K and leaving 6,163 shares worth $261K. The position accounts for 0.12% of the portfolio, ranked #139.

Saxony Capital Management first reported a position in SHYG in Q4 2023 and has held it in 11 quarters since. The position peaked at $284K in Q3 2025. 574 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Saxony Capital Management held 6,163 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $261K as of Q2 2026.
Saxony Capital Management sold 191 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $8.1K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.12% of Saxony Capital Management's portfolio in Q2 2026, its #139 holding.
Saxony Capital Management 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.
Saxony Capital Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $284K in Q3 2025.
574 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Saxony Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.