SS
SHYG icon

Sunbelt Securities’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Sunbelt Securities’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 		$62K Buy
1,466
+12
+0.8% +$512 ﹤0.01% 972
2025
Q4 		$62.3K Sell
1,454
-626
-30% -$26.9K ﹤0.01% 945
2025
Q3 		$90.1K Sell
2,080
-39,210
-95% -$1.69M 0.01% 859
2025
Q2 		$1.76M Buy
41,290
+39,341
+2,019% +$1.66M 0.16% 122
2025
Q1 		$82.9K Sell
1,949
-39,341
-95% -$1.69M 0.01% 777
2024
Q4 		$1.76M Sell
41,290
-6,972
-14% -$300K 0.16% 123
2024
Q3 		$2.1M Buy
48,262
+2,009
+4% +$85.9K 0.21% 101
2024
Q2 		$1.95M Buy
46,253
+3,656
+9% +$154K 0.2% 100
2024
Q1 		$1.81M Sell
42,597
-3,243
-7% -$137K 0.2% 103
2023
Q4 		$1.94M Buy
45,840
+4,241
+10% +$175K 0.24% 88
2023
Q3 		$1.71M Buy
41,599
+2,599
+7% +$107K 0.24% 92
2023
Q2 		$1.62M Buy
39,000
+2,361
+6% +$97.3K 0.23% 96
2023
Q1 		$1.51M Buy
36,639
+6,950
+23% +$288K 0.24% 96
2022
Q4 		$1.21M Buy
29,689
+4,904
+20% +$201K 0.24% 112
2022
Q3 		$990K Buy
24,785
+3,712
+18% +$153K 0.21% 126
2022
Q2 		$854K Buy
21,073
+14,567
+224% +$616K 0.18% 138
2022
Q1 		$287K Sell
6,506
-101
-2% -$4.47K 0.05% 368
2021
Q4 		$293K Sell
6,607
-10,911
-62% -$495K 0.05% 373
2021
Q3 		$802K Hold
17,518
– – 0.14% 169
2021
Q2 		$802K Buy
17,518
+10,495
+149% +$481K 0.14% 169
2021
Q1 		$322K Buy
7,023
+774
+12% +$35.2K 0.06% 321
2020
Q4 		$284K Buy
+6,249
New +$279K 0.06% 314

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 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 $1.55T AUM 33.47% 1-Year Est. Return

Sunbelt Securities's SHYG Position: Q1 2026 in Review

Sunbelt Securities increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 0.83% in Q1 2026, buying an estimated $512 and bringing the position to 1,466 shares worth $62K. The position accounts for ﹤0.01% of the portfolio, ranked #972.

Sunbelt Securities first reported a position in SHYG in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.1M in Q3 2024. 556 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

  • Sunbelt Securities held 1,466 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $62K as of Q1 2026.
  • Sunbelt Securities bought 12 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $512.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #972 holding.
  • Sunbelt Securities first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Sunbelt Securities's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $2.1M in Q3 2024.
  • 556 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.