Towarzystwo Funduszy Inwestycyjnych PZU SA’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Towarzystwo Funduszy Inwestycyjnych PZU SA’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	–	Sell	-89,000	Closed	-$3.82M	–	703
2025 Q4	$3.82M	Hold	89,000	–	–	0.96%	16
2025 Q3	$3.84M	Buy	89,000 +55,500	+166%	+$2.39M	0.91%	17
2025 Q2	$1.44M	Hold	33,500	–	–	0.41%	36
2025 Q1	$1.42M	Buy	+33,500	New	+$1.44M	0.48%	34

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Towarzystwo Funduszy Inwestycyjnych PZU SA's SHYG Position: Q1 2026 in Review

Towarzystwo Funduszy Inwestycyjnych PZU SA sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2026, closing a stake of 89,000 shares — an estimated $3.82M sold.

Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in SHYG in Q1 2025 and held it in 4 quarters. The position peaked at $3.84M in Q3 2025. 555 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

Towarzystwo Funduszy Inwestycyjnych PZU SA reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Towarzystwo Funduszy Inwestycyjnych PZU SA sold 89,000 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $3.82M.
Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2025 and held it in 4 quarters.
Towarzystwo Funduszy Inwestycyjnych PZU SA's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $3.84M in Q3 2025.
555 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Towarzystwo Funduszy Inwestycyjnych PZU SA's 13F filing for Q1 2026, filed 15 May 2026.