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Thrive Capital Management (Pennsylvania)’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Thrive Capital Management (Pennsylvania)’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 		$2.2M Buy
51,924
+3,697
+8% +$157K 0.42% 86
2026
Q1 		$2.04M Sell
48,227
-6,064
-11% -$259K 0.45% 86
2025
Q4 		$2.33M Sell
54,291
-10,323
-16% -$443K 0.52% 81
2025
Q3 		$2.8M Sell
64,614
-493
-0.8% -$21.2K 0.72% 57
2025
Q2 		$2.81M Buy
+65,107
New +$2.75M 0.88% 48
2025
Q1 		– Sell
-88,554
Closed -$3.77M – 133
2024
Q4 		$3.77M Sell
88,554
-30,286
-25% -$1.3M 1.73% 14
2024
Q3 		$5.16M Sell
118,840
-8,097
-6% -$346K 2.43% 2
2024
Q2 		$5.36M Buy
+126,937
New +$5.34M 2.45% 3
2024
Q1 		– Sell
-189,982
Closed -$8.02M – 189
2023
Q4 		$8.02M Sell
189,982
-24,441
-11% -$1.01M 4.29% 4
2023
Q3 		$8.8M Buy
214,423
+6,933
+3% +$286K 4.88% 4
2023
Q2 		$8.6M Sell
207,490
-3,963
-2% -$163K 4.91% 4
2023
Q1 		$8.74M Buy
211,453
+2,992
+1% +$124K 5.51% 2
2022
Q4 		$8.52M Sell
208,461
-26,390
-11% -$1.08M 5.57% 2
2022
Q3 		$9.38M Buy
234,851
+2,338
+1% +$96.7K 6.35% 2
2022
Q2 		$9.43M Sell
232,513
-37,241
-14% -$1.58M 6.53% 2
2022
Q1 		$11.9M Buy
269,754
+49,465
+22% +$2.19M 7.15% 2
2021
Q4 		$9.98M Buy
220,289
+49,614
+29% +$2.25M 6.5% 2
2021
Q3 		$7.8M Buy
170,675
+21,949
+15% +$1M 5.76% 2
2021
Q2 		$6.85M Buy
148,726
+22,904
+18% +$1.05M 5.33% 1
2021
Q1 		$5.76M Buy
125,822
+12,845
+11% +$585K 5.39% 2
2020
Q4 		$5.13M Buy
+112,977
New +$5.05M 5.46% 2

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

Thrive Capital Management (Pennsylvania)'s SHYG Position: Q2 2026 in Review

Thrive Capital Management (Pennsylvania) increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 7.7% in Q2 2026, buying an estimated $157K and bringing the position to 51,924 shares worth $2.2M. The position accounts for 0.42% of the portfolio, ranked #86.

Thrive Capital Management (Pennsylvania) first reported a position in SHYG in Q4 2020 and has held it in 21 quarters since. The position peaked at $11.9M in Q1 2022. 573 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Thrive Capital Management (Pennsylvania) held 51,924 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $2.2M as of Q2 2026.
  • Thrive Capital Management (Pennsylvania) bought 3,697 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $157K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.42% of Thrive Capital Management (Pennsylvania)'s portfolio in Q2 2026, its #86 holding.
  • Thrive Capital Management (Pennsylvania) first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2020 and has held it in 21 quarters since.
  • Thrive Capital Management (Pennsylvania)'s iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $11.9M in Q1 2022.
  • 573 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q2 2026, filed 5 Aug 2026.