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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

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
FA
Freestate Advisors Overland Park, Kansas $134M AUM 12.57% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PWG
Portside Wealth Group Provo, Utah $858M AUM 26.82% 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. 127 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.
  • 127 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.