Sigma Planning Corp’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.59M | Sell |
61,071
-16,538
| -21% | -$702K | 0.07% | 306 |
|
|
2026
Q1 | $3.28M | Buy |
77,609
+987
| +1% | +$42.1K | 0.09% | 236 |
|
|
2025
Q4 | $3.28M | Buy |
76,622
+3,385
| +5% | +$145K | 0.09% | 235 |
|
|
2025
Q3 | $3.17M | Buy |
73,237
+6,031
| +9% | +$260K | 0.09% | 232 |
|
|
2025
Q2 | $2.9M | Buy |
67,206
+3,063
| +5% | +$130K | 0.09% | 234 |
|
|
2025
Q1 | $2.73M | Buy |
64,143
+14,513
| +29% | +$623K | 0.09% | 226 |
|
|
2024
Q4 | $2.11M | Buy |
49,630
+2,093
| +4% | +$90K | 0.07% | 271 |
|
|
2024
Q3 | $2.06M | Buy |
47,537
+10,834
| +30% | +$463K | 0.06% | 281 |
|
|
2024
Q2 | $1.55M | Sell |
36,703
-18,619
| -34% | -$784K | 0.05% | 355 |
|
|
2024
Q1 | $2.35M | Buy |
55,322
+31,521
| +132% | +$1.33M | 0.07% | 266 |
|
|
2023
Q4 | $1M | Sell |
23,801
-43,711
| -65% | -$1.8M | 0.08% | 269 |
|
|
2023
Q3 | $2.77M | Buy |
67,512
+9,568
| +17% | +$395K | 0.1% | 200 |
|
|
2023
Q2 | $2.4M | Buy |
57,944
+1,999
| +4% | +$82.4K | 0.09% | 251 |
|
|
2023
Q1 | $2.33M | Buy |
55,945
+11,711
| +26% | +$485K | 0.08% | 264 |
|
|
2022
Q4 | $1.81M | Buy |
44,234
+8,125
| +23% | +$332K | 0.06% | 304 |
|
|
2022
Q3 | $1.44M | Sell |
36,109
-324
| -0.9% | -$13.4K | 0.06% | 337 |
|
|
2022
Q2 | $1.48M | Buy |
36,433
+3,125
| +9% | +$132K | 0.05% | 344 |
|
|
2022
Q1 | $1.46M | Buy |
33,308
+3,918
| +13% | +$174K | 0.04% | 403 |
|
|
2021
Q4 | $1.33M | Sell |
29,390
-391
| -1% | -$17.7K | 0.04% | 434 |
|
|
2021
Q3 | $1.36M | Sell |
29,781
-3,999
| -12% | -$183K | 0.04% | 442 |
|
|
2021
Q2 | $1.56M | Sell |
33,780
-3,056
| -8% | -$140K | 0.05% | 398 |
|
|
2021
Q1 | $1.69M | Sell |
36,836
-16,655
| -31% | -$758K | 0.05% | 358 |
|
|
2020
Q4 | $2.43M | Sell |
53,491
-5,751
| -10% | -$257K | 0.08% | 248 |
|
|
2020
Q3 | $2.6M | Buy |
59,242
+8,260
| +16% | +$363K | 0.1% | 209 |
|
|
2020
Q2 | $2.19M | Buy |
50,982
+2,671
| +6% | +$113K | 0.1% | 220 |
|
|
2020
Q1 | $1.97M | Buy |
48,311
+8,832
| +22% | +$396K | 0.12% | 178 |
|
|
2019
Q4 | $1.83M | Buy |
39,479
+16,163
| +69% | +$747K | 0.08% | 261 |
|
|
2019
Q3 | $1.08M | Buy |
23,316
+359
| +2% | +$16.7K | 0.05% | 352 |
|
|
2019
Q2 | $1.07M | Sell |
22,957
-6,697
| -23% | -$312K | 0.06% | 332 |
|
|
2019
Q1 | $1.39M | Sell |
29,654
-1,491
| -5% | -$68.8K | 0.08% | 258 |
|
|
2018
Q4 | $1.39M | Sell |
31,145
-5,909
| -16% | -$271K | 0.1% | 210 |
|
|
2018
Q3 | $1.75M | Buy |
37,054
+8,097
| +28% | +$379K | 0.1% | 207 |
|
|
2018
Q2 | $1.35M | Sell |
28,957
-430
| -1% | -$20.1K | 0.09% | 226 |
|
|
2018
Q1 | $1.38M | Buy |
29,387
+261
| +0.9% | +$12.2K | 0.1% | 212 |
|
|
2017
Q4 | $1.37M | Buy |
29,126
+2,881
| +11% | +$136K | 0.11% | 216 |
|
|
2017
Q3 | $1.25M | Buy |
26,245
+1,564
| +6% | +$74.6K | 0.1% | 217 |
|
|
2017
Q2 | $1.18M | Buy |
24,681
+3,756
| +18% | +$179K | 0.11% | 215 |
|
|
2017
Q1 | $1M | Buy |
20,925
+5,456
| +35% | +$260K | 0.1% | 237 |
|
|
2016
Q4 | $732K | Buy |
15,469
+6,805
| +79% | +$320K | 0.08% | 268 |
|
|
2016
Q3 | $410K | Buy |
8,664
+117
| +1% | +$5.48K | 0.05% | 401 |
|
|
2016
Q2 | $396K | Sell |
8,547
-133
| -2% | -$6.07K | 0.05% | 387 |
|
|
2016
Q1 | $391K | Buy |
+8,680
| New | +$383K | 0.05% | 370 |
|
Other funds holding SHYG
JSTA
NL
Sigma Planning Corp's SHYG Position: Q2 2026 in Review
Sigma Planning Corp reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 21% in Q2 2026, selling an estimated $702K and leaving 61,071 shares worth $2.59M. The position accounts for 0.07% of the portfolio, ranked #306.
Sigma Planning Corp first reported a position in SHYG in Q1 2016 and has held it in 42 quarters since. The position peaked at $3.28M in Q4 2025. 568 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.
- Sigma Planning Corp held 61,071 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $2.59M as of Q2 2026.
- Sigma Planning Corp sold 16,538 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $702K.
- iShares 0-5 Year High Yield Corporate Bond ETF made up 0.07% of Sigma Planning Corp's portfolio in Q2 2026, its #306 holding.
- Sigma Planning Corp first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2016 and has held it in 42 quarters since.
- Sigma Planning Corp's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $3.28M in Q4 2025.
- 568 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.
Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.