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

Sterling Investment Counsel’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 		$1.57M Buy
37,038
+571
+2% +$24.2K 0.37% 48
2026
Q1 		$1.54M Buy
36,467
+19,442
+114% +$830K 0.43% 45
2025
Q4 		$725K Buy
+17,025
New +$731K 0.21% 76
2025
Q3 		– Sell
-19,478
Closed -$840K – 173
2025
Q2 		$840K Buy
19,478
+524
+3% +$22.2K 0.49% 33
2025
Q1 		$806K Buy
18,954
+1,877
+11% +$80.5K 0.28% 61
2024
Q4 		$728K Sell
17,077
-81
-0.5% -$3.48K 0.48% 35
2024
Q3 		$745K Buy
17,158
+324
+2% +$13.8K 0.27% 65
2024
Q2 		$710K Buy
16,834
+336
+2% +$14.1K 0.28% 60
2024
Q1 		$702K Buy
16,498
+347
+2% +$14.7K 0.32% 60
2023
Q4 		$682K Buy
16,151
+1,010
+7% +$41.7K 0.35% 55
2023
Q3 		$621K Buy
15,141
+553
+4% +$22.8K 0.36% 57
2023
Q2 		$605K Sell
14,588
-3
-0% -$124 0.33% 56
2023
Q1 		$608K Sell
14,591
-1,625
-10% -$67.3K 0.36% 52
2022
Q4 		$663K Buy
+16,216
New +$663K 0.41% 46

Other funds holding SHYG

AssetMark Inc
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Sterling Investment Counsel's SHYG Position: Q2 2026 in Review

Sterling Investment Counsel increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 1.6% in Q2 2026, buying an estimated $24.2K and bringing the position to 37,038 shares worth $1.57M. The position accounts for 0.37% of the portfolio, ranked #48.

Sterling Investment Counsel first reported a position in SHYG in Q4 2022 and has held it in 14 quarters since. 251 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Sterling Investment Counsel held 37,038 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.57M as of Q2 2026.
  • Sterling Investment Counsel bought 571 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $24.2K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.37% of Sterling Investment Counsel's portfolio in Q2 2026, its #48 holding.
  • Sterling Investment Counsel first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • 251 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Sterling Investment Counsel's 13F filing for Q2 2026, filed 20 Jul 2026.