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

Shelter Rock 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	$250K	Buy	+5,896	New	+$250K	0.24%	33

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

Shelter Rock Management's SHYG Position: Q2 2026 in Review

Shelter Rock Management opened a new position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2026: 5,896 shares worth $250K. The stake represents 0.24% of the portfolio and ranks #33 among its holdings.

567 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Shelter Rock Management held 5,896 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $250K as of Q2 2026.
iShares 0-5 Year High Yield Corporate Bond ETF was a new Shelter Rock Management position in Q2 2026.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.24% of Shelter Rock Management's portfolio in Q2 2026, its #33 holding.
567 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Shelter Rock Management's 13F filing for Q2 2026, filed 13 Jul 2026.