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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
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sierra Capital's SHYG Position: Q1 2026 in Review

Sierra Capital increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 206% in Q1 2026, buying an estimated $766K and bringing the position to 26,682 shares worth $1.13M. The position accounts for 0.12% of the portfolio, ranked #118.

Sierra Capital first reported a position in SHYG in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.5M in Q1 2023. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

  • Sierra Capital held 26,682 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.13M as of Q1 2026.
  • Sierra Capital bought 17,955 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $766K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.12% of Sierra Capital's portfolio in Q1 2026, its #118 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 21 quarters since.
  • Sierra Capital's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.5M in Q1 2023.
  • 553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Sierra Capital's 13F filing for Q1 2026, filed 15 May 2026.