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

Sierra Capital’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	$1.69M	Buy	39,915 +13,233	+50%	+$561K	0.16%	96
2026 Q1	$1.13M	Buy	26,682 +17,955	+206%	+$766K	0.12%	118
2025 Q4	$374K	Buy	8,727 +48	+0.6%	+$2.06K	0.04%	170
2025 Q3	$376K	Hold	8,679	–	–	0.04%	183
2025 Q2	$374K	Sell	8,679 -12,955	-60%	-$548K	0.04%	180
2025 Q1	$920K	Buy	21,634 +2,439	+13%	+$105K	0.11%	124
2024 Q4	$818K	Sell	19,195 -2,425	-11%	-$104K	0.1%	131
2024 Q3	$939K	Sell	21,620 -7,071	-25%	-$302K	0.11%	122
2024 Q2	$1.21M	Buy	28,691 +1,446	+5%	+$60.9K	0.16%	104
2024 Q1	$1.16M	Buy	27,245 +356	+1%	+$15.1K	0.15%	109
2023 Q4	$1.14M	Sell	26,889 -5,335	-17%	-$220K	0.17%	104
2023 Q3	$1.32M	Buy	32,224 +556	+2%	+$23K	0.21%	95
2023 Q2	$1.31M	Sell	31,668 -4,387	-12%	-$181K	0.21%	96
2023 Q1	$1.5M	Buy	36,055 +16,887	+88%	+$699K	0.24%	86
2022 Q4	$784K	Buy	19,168 +10,898	+132%	+$446K	0.13%	114
2022 Q3	$330K	Sell	8,270 -24,256	-75%	-$1M	0.06%	142
2022 Q2	$1.32M	Buy	32,526 +557	+2%	+$23.6K	0.24%	83
2022 Q1	$1.41M	Buy	31,969 +34	+0.1%	+$1.51K	0.22%	95
2021 Q4	$1.45M	Buy	31,935 +15,818	+98%	+$717K	0.22%	96
2021 Q3	$734K	Buy	16,117 +912	+6%	+$41.7K	0.12%	117
2021 Q2	$700K	Sell	15,205 -1,375	-8%	-$63K	0.13%	111
2021 Q1	$760K	Buy	+16,580	New	+$755K	0.14%	106

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

Sierra Capital's SHYG Position: Q2 2026 in Review

Sierra Capital increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 50% in Q2 2026, buying an estimated $561K and bringing the position to 39,915 shares worth $1.69M. The position accounts for 0.16% of the portfolio, ranked #96.

Sierra Capital first reported a position in SHYG in Q1 2021 and has held it in 22 quarters since. 573 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Sierra Capital held 39,915 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.69M as of Q2 2026.
Sierra Capital bought 13,233 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $561K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.16% of Sierra Capital's portfolio in Q2 2026, its #96 holding.
Sierra Capital first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2021 and has held it in 22 quarters since.
573 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Sierra Capital's 13F filing for Q2 2026, filed 14 Aug 2026.