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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
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stokes Family Office's SHYG Position: Q1 2026 in Review

Stokes Family Office held its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) position steady in Q1 2026 at 7,635 shares worth $323K. The position accounts for 0.03% of the portfolio, ranked #226.

Stokes Family Office first reported a position in SHYG in Q4 2019 and has held it in 26 quarters since. The position peaked at $10.2M in Q4 2019. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

  • Stokes Family Office held 7,635 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $323K as of Q1 2026.
  • Stokes Family Office left its iShares 0-5 Year High Yield Corporate Bond ETF share count unchanged in Q1 2026.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.03% of Stokes Family Office's portfolio in Q1 2026, its #226 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 26 quarters since.
  • Stokes Family Office's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $10.2M in Q4 2019.
  • 553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.