Squire Investment Management Company’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Squire Investment Management Company’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	$2.27M	Buy	53,422 +10,574	+25%	+$449K	0.55%	27
2026 Q1	$1.81M	Buy	42,848 +491	+1%	+$21K	0.5%	29
2025 Q4	$1.82M	Buy	42,357 +7,658	+22%	+$329K	0.55%	27
2025 Q3	$1.5M	Hold	34,699	–	–	0.49%	30
2025 Q2	$1.5M	Buy	34,699 +5,845	+20%	+$247K	0.55%	25
2025 Q1	$1.23M	Buy	28,854 +6,994	+32%	+$300K	0.51%	31
2024 Q4	$931K	Hold	21,860	–	–	0.41%	33
2024 Q3	$949K	Buy	21,860 +2,300	+12%	+$98.3K	0.45%	29
2024 Q2	$825K	Buy	19,560 +710	+4%	+$29.9K	0.47%	26
2024 Q1	$802K	Buy	18,850 +1,761	+10%	+$74.5K	0.51%	28
2023 Q4	$721K	Buy	+17,089	New	+$705K	0.59%	26

Other funds holding SHYG

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ACG

Arch Capital Group Pembroke, Bermuda $291M AUM 0.79% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Squire Investment Management Company's SHYG Position: Q2 2026 in Review

Squire Investment Management Company increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 25% in Q2 2026, buying an estimated $449K and bringing the position to 53,422 shares worth $2.27M. The position accounts for 0.55% of the portfolio, ranked #27.

Squire Investment Management Company first reported a position in SHYG in Q4 2023 and has held it in 11 quarters since. 354 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Squire Investment Management Company held 53,422 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $2.27M as of Q2 2026.
Squire Investment Management Company bought 10,574 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $449K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.55% of Squire Investment Management Company's portfolio in Q2 2026, its #27 holding.
Squire Investment Management Company first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
354 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Squire Investment Management Company's 13F filing for Q2 2026, filed 28 Jul 2026.