Stokes Family Office’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Stokes Family Office’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	$324K	Hold	7,635	–	–	0.04%	225
2026 Q1	$323K	Hold	7,635	–	–	0.03%	226
2025 Q4	$327K	Sell	7,635 -835	-10%	-$35.8K	0.03%	240
2025 Q3	$367K	Sell	8,470 -2	-0%	-$86	0.03%	208
2025 Q2	$365K	Hold	8,472	–	–	0.04%	187
2025 Q1	$360K	Hold	8,472	–	–	0.04%	185
2024 Q4	$361K	Hold	8,472	–	–	0.04%	189
2024 Q3	$368K	Sell	8,472 -223	-3%	-$9.53K	0.04%	176
2024 Q2	$367K	Sell	8,695 -180	-2%	-$7.58K	0.04%	172
2024 Q1	$378K	Sell	8,875 -565	-6%	-$23.9K	0.05%	171
2023 Q4	$399K	Sell	9,440 -2,112	-18%	-$87.1K	0.05%	159
2023 Q3	$474K	Sell	11,552 -3,766	-25%	-$156K	0.06%	189
2023 Q2	$635K	Sell	15,318 -240	-2%	-$9.89K	0.07%	155
2023 Q1	$648K	Sell	15,558 -459	-3%	-$19K	0.08%	146
2022 Q4	$655K	Buy	16,017 +3,467	+28%	+$142K	0.08%	140
2022 Q3	$501K	Buy	12,550 +2,645	+27%	+$109K	0.07%	153
2022 Q2	$402K	Sell	9,905 -190	-2%	-$8.04K	0.05%	178
2022 Q1	$444K	Sell	10,095 -408	-4%	-$18.1K	0.06%	172
2021 Q4	$476K	Sell	10,503 -1,741	-14%	-$78.9K	0.06%	158
2021 Q3	$560K	Hold	12,244	–	–	0.08%	136
2021 Q2	$564K	Sell	12,244 -18	-0.1%	-$825	0.08%	129
2021 Q1	$562K	Sell	12,262 -13,647	-53%	-$621K	0.09%	125
2020 Q4	$1.18M	Sell	25,909 -5,220	-17%	-$233K	0.23%	73
2020 Q3	$1.37M	Sell	31,129 -6,036	-16%	-$265K	0.31%	67
2020 Q2	$1.59M	Sell	37,165 -191,908	-84%	-$8.11M	0.4%	56
2020 Q1	$9.36M	Buy	229,073 +11,985	+6%	+$537K	2.5%	8
2019 Q4	$10.2M	Buy	+217,088	New	+$10M	2.26%	12

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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 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

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stokes Family Office's SHYG Position: Q2 2026 in Review

Stokes Family Office held its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) position steady in Q2 2026 at 7,635 shares worth $324K. The position accounts for 0.04% of the portfolio, ranked #225.

Stokes Family Office first reported a position in SHYG in Q4 2019 and has held it in 27 quarters since. The position peaked at $10.2M in Q4 2019. 573 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Stokes Family Office held 7,635 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $324K as of Q2 2026.
Stokes Family Office left its iShares 0-5 Year High Yield Corporate Bond ETF share count unchanged in Q2 2026.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.04% of Stokes Family Office's portfolio in Q2 2026, its #225 holding.
Stokes Family Office first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2019 and has held it in 27 quarters since.
Stokes Family Office's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $10.2M in Q4 2019.
573 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.