Sound Income Strategies’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 | $43.2M | Buy |
1,017,630
+2,575
| +0.3% | +$109K | 1.94% | 7 |
|
|
2026
Q1 | $42.8M | Sell |
1,015,055
-20,675
| -2% | -$883K | 2.06% | 6 |
|
|
2025
Q4 | $44.6M | Buy |
1,035,730
+34,667
| +3% | +$1.49M | 2.11% | 6 |
|
|
2025
Q3 | $42.9M | Sell |
1,001,063
-19,151
| -2% | -$825K | 2.35% | 5 |
|
|
2025
Q2 | $44M | Sell |
1,020,214
-4,298
| -0.4% | -$182K | 2.52% | 6 |
|
|
2025
Q1 | $43.6M | Buy |
1,024,512
+12,776
| +1% | +$548K | 2.57% | 6 |
|
|
2024
Q4 | $43.1M | Buy |
1,011,736
+33,299
| +3% | +$1.43M | 2.67% | 6 |
|
|
2024
Q3 | $42.5M | Sell |
978,437
-15,484
| -2% | -$662K | 2.73% | 5 |
|
|
2024
Q2 | $41.9M | Sell |
993,921
-10,889
| -1% | -$458K | 2.62% | 6 |
|
|
2024
Q1 | $42.8M | Buy |
1,004,810
+4,718
| +0.5% | +$200K | 3.19% | 5 |
|
|
2023
Q4 | $42.2M | Sell |
1,000,092
-6,832
| -0.7% | -$282K | 3.51% | 3 |
|
|
2023
Q3 | $41.3M | Sell |
1,006,924
-6,341
| -0.6% | -$262K | 3.49% | 3 |
|
|
2023
Q2 | $42M | Sell |
1,013,265
-111
| -0% | -$4.57K | 4.32% | 1 |
|
|
2023
Q1 | $42.2M | Sell |
1,013,376
-22,291
| -2% | -$923K | 4.59% | 1 |
|
|
2022
Q4 | $42.3M | Buy |
1,035,667
+8,187
| +0.8% | +$335K | 5.4% | 1 |
|
|
2022
Q3 | $41M | Sell |
1,027,480
-18,421
| -2% | -$762K | 5.97% | 1 |
|
|
2022
Q2 | $42.4M | Sell |
1,045,901
-31,787
| -3% | -$1.34M | 5.66% | 1 |
|
|
2022
Q1 | $47.4M | Sell |
1,077,688
-4,076
| -0.4% | -$181K | 5.45% | 1 |
|
|
2021
Q4 | $49M | Buy |
1,081,764
+22,209
| +2% | +$1.01M | 5.77% | 1 |
|
|
2021
Q3 | $48.4M | Buy |
1,059,555
+4,104
| +0.4% | +$188K | 6.26% | 1 |
|
|
2021
Q2 | $48.6M | Sell |
1,055,451
-37,465
| -3% | -$1.72M | 7.02% | 1 |
|
|
2021
Q1 | $50.1M | Buy |
1,092,916
+66,933
| +7% | +$3.05M | 8.48% | 1 |
|
|
2020
Q4 | $46.6M | Buy |
1,025,983
+31,281
| +3% | +$1.4M | 10.29% | 1 |
|
|
2020
Q3 | $43.7M | Buy |
994,702
+21,310
| +2% | +$937K | 11.95% | 1 |
|
|
2020
Q2 | $41.7M | Sell |
973,392
-41,467
| -4% | -$1.75M | 12.48% | 1 |
|
|
2020
Q1 | $41.5M | Buy |
1,014,859
+87,580
| +9% | +$3.92M | 14.27% | 1 |
|
|
2019
Q4 | $43.1M | Buy |
927,279
+97,167
| +12% | +$4.49M | 11.55% | 1 |
|
|
2019
Q3 | $38.6M | Buy |
830,112
+98,450
| +13% | +$4.57M | 11.67% | 1 |
|
|
2019
Q2 | $34.2M | Buy |
731,662
+193,983
| +36% | +$9.02M | 11.82% | 1 |
|
|
2019
Q1 | $25.1M | Buy |
537,679
+40,465
| +8% | +$1.87M | 11.46% | 1 |
|
|
2018
Q4 | $22.2M | Buy |
497,214
+20,130
| +4% | +$923K | 11.6% | 1 |
|
|
2018
Q3 | $22.5M | Buy |
477,084
+58,294
| +14% | +$2.73M | 10.96% | 1 |
|
|
2018
Q2 | $19.5M | Buy |
418,790
+29,546
| +8% | +$1.38M | 11.36% | 1 |
|
|
2018
Q1 | $18.2M | Buy |
389,244
+24,123
| +7% | +$1.13M | 11.99% | 1 |
|
|
2017
Q4 | $17M | Buy |
+365,121
| New | +$17.3M | 11.11% | 1 |
|
Other funds holding SHYG
JSTA
ACG
BAAM
HPA
FGC
Sound Income Strategies's SHYG Position: Q2 2026 in Review
Sound Income Strategies increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 0.25% in Q2 2026, buying an estimated $109K and bringing the position to 1,017,630 shares worth $43.2M. The position accounts for 1.94% of the portfolio, ranked #7.
Sound Income Strategies first reported a position in SHYG in Q4 2017 and has held it in 35 quarters since. The position peaked at $50.1M in Q1 2021. 331 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.
- Sound Income Strategies held 1,017,630 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $43.2M as of Q2 2026.
- Sound Income Strategies bought 2,575 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $109K.
- iShares 0-5 Year High Yield Corporate Bond ETF made up 1.94% of Sound Income Strategies's portfolio in Q2 2026, its #7 holding.
- Sound Income Strategies first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2017 and has held it in 35 quarters since.
- Sound Income Strategies's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $50.1M in Q1 2021.
- 331 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.
Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.