SM
SHYG icon

Sweeney & Michel’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Sweeney & Michel’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 		$14.2M Buy
337,554
+2,573
+0.8% +$109K 3.74% 6
2026
Q1 		$14.2M Buy
334,981
+13,332
+4% +$569K 4.19% 6
2025
Q4 		$13.8M Buy
321,649
+29,814
+10% +$1.28M 4.07% 6
2025
Q3 		$12.4M Buy
291,835
+4,177
+1% +$180K 4.18% 6
2025
Q2 		$12.3M Buy
287,658
+13,541
+5% +$573K 4.37% 5
2025
Q1 		$11.2M Buy
+274,117
New +$11.8M 4.9% 5
2024
Q3 		$10.2M Buy
235,703
+10,225
+5% +$437K 4.01% 6
2024
Q2 		$9.52M Buy
225,478
+4,082
+2% +$172K 4.06% 6
2024
Q1 		$9.33M Buy
+221,396
New +$9.37M 4.13% 6
2023
Q3 		$7.88M Buy
191,571
+7,028
+4% +$290K 4.13% 6
2023
Q2 		$7.63M Buy
184,543
+10,005
+6% +$412K 3.93% 8
2023
Q1 		$7.18M Buy
+174,538
New +$7.23M 3.83% 7

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sweeney & Michel's SHYG Position: Q2 2026 in Review

Sweeney & Michel increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 0.77% in Q2 2026, buying an estimated $109K and bringing the position to 337,554 shares worth $14.2M. The position accounts for 3.74% of the portfolio, ranked #6.

Sweeney & Michel first reported a position in SHYG in Q1 2023 and has held it in 12 quarters since. The position peaked at $14.2M in Q1 2026. 571 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Sweeney & Michel held 337,554 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $14.2M as of Q2 2026.
  • Sweeney & Michel bought 2,573 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $109K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 3.74% of Sweeney & Michel's portfolio in Q2 2026, its #6 holding.
  • Sweeney & Michel first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2023 and has held it in 12 quarters since.
  • Sweeney & Michel's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $14.2M in Q1 2026.
  • 571 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.