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Sigma Investment Counselors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Sigma Investment Counselors’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 		$4.66M Sell
110,238
-967
-0.9% -$41.3K 0.25% 65
2025
Q4 		$4.77M Sell
111,205
-932
-0.8% -$40K 0.24% 68
2025
Q3 		$4.86M Sell
112,137
-2,555
-2% -$110K 0.25% 65
2025
Q2 		$4.95M Sell
114,692
-484
-0.4% -$20.5K 0.27% 61
2025
Q1 		$4.9M Sell
115,176
-6,887
-6% -$295K 0.3% 59
2024
Q4 		$5.2M Sell
122,063
-2,721
-2% -$117K 0.31% 57
2024
Q3 		$5.42M Buy
124,784
+842
+0.7% +$36K 0.32% 55
2024
Q2 		$5.23M Sell
123,942
-1,291
-1% -$54.4K 0.33% 56
2024
Q1 		$5.33M Sell
125,233
-6,231
-5% -$264K 0.34% 54
2023
Q4 		$5.55M Buy
131,464
+17,433
+15% +$719K 0.39% 50
2023
Q3 		$4.68M Buy
114,031
+6,334
+6% +$262K 0.35% 54
2023
Q2 		$4.46M Sell
107,697
-2,739
-2% -$113K 0.33% 54
2023
Q1 		$4.6M Sell
110,436
-651
-0.6% -$27K 0.36% 54
2022
Q4 		$4.54M Sell
111,087
-10,839
-9% -$443K 0.37% 46
2022
Q3 		$4.87M Sell
121,926
-8,825
-7% -$365K 0.42% 44
2022
Q2 		$5.3M Buy
130,751
+6,352
+5% +$269K 0.43% 42
2022
Q1 		$5.47M Sell
124,399
-3,440
-3% -$152K 0.39% 46
2021
Q4 		$5.79M Buy
127,839
+3,457
+3% +$157K 0.4% 45
2021
Q3 		$5.68M Sell
124,382
-1,034
-0.8% -$47.3K 0.42% 43
2021
Q2 		$5.78M Sell
125,416
-5,468
-4% -$251K 0.43% 42
2021
Q1 		$6M Sell
130,884
-469
-0.4% -$21.4K 0.49% 38
2020
Q4 		$5.97M Buy
131,353
+57,721
+78% +$2.58M 0.51% 40
2020
Q3 		$3.24M Sell
73,632
-59,498
-45% -$2.61M 0.63% 35
2020
Q2 		$5.71M Buy
+133,130
New +$5.62M 0.61% 38

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

Sigma Investment Counselors's SHYG Position: Q1 2026 in Review

Sigma Investment Counselors reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 0.87% in Q1 2026, selling an estimated $41.3K and leaving 110,238 shares worth $4.66M. The position accounts for 0.25% of the portfolio, ranked #65.

Sigma Investment Counselors first reported a position in SHYG in Q2 2020 and has held it in 24 quarters since. The position peaked at $6M in Q1 2021. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

  • Sigma Investment Counselors held 110,238 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $4.66M as of Q1 2026.
  • Sigma Investment Counselors sold 967 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $41.3K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.25% of Sigma Investment Counselors's portfolio in Q1 2026, its #65 holding.
  • Sigma Investment Counselors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2020 and has held it in 24 quarters since.
  • Sigma Investment Counselors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $6M in Q1 2021.
  • 553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Sigma Investment Counselors's 13F filing for Q1 2026, filed 29 Apr 2026.