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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
Q2 		$4.6M Sell
108,428
-1,810
-2% -$76.8K 0.22% 67
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 $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Empower Advisory Group
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sigma Investment Counselors's SHYG Position: Q2 2026 in Review

Sigma Investment Counselors reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 1.6% in Q2 2026, selling an estimated $76.8K and leaving 108,428 shares worth $4.6M. The position accounts for 0.22% of the portfolio, ranked #67.

Sigma Investment Counselors first reported a position in SHYG in Q2 2020 and has held it in 25 quarters since. The position peaked at $6M in Q1 2021. 573 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Sigma Investment Counselors held 108,428 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $4.6M as of Q2 2026.
  • Sigma Investment Counselors sold 1,810 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $76.8K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.22% of Sigma Investment Counselors's portfolio in Q2 2026, its #67 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 25 quarters since.
  • Sigma Investment Counselors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $6M in Q1 2021.
  • 573 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Sigma Investment Counselors's 13F filing for Q2 2026, filed 28 Jul 2026.