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Towercrest Capital Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Towercrest Capital Management’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 		$7.44M Sell
175,323
-258
-0.1% -$10.9K 1.04% 26
2026
Q1 		$7.43M Buy
175,581
+12,063
+7% +$515K 1.16% 25
2025
Q4 		$7.01M Buy
163,518
+15,541
+11% +$667K 1.11% 25
2025
Q3 		$6.41M Buy
147,977
+6,170
+4% +$266K 1.03% 26
2025
Q2 		$6.12M Sell
141,807
-35
-0% -$1.48K 1.09% 26
2025
Q1 		$6.03M Sell
141,842
-5,144
-3% -$221K 1.15% 26
2024
Q4 		$6.26M Buy
146,986
+577
+0.4% +$24.8K 1.01% 26
2024
Q3 		$6.36M Sell
146,409
-18,309
-11% -$782K 1.02% 26
2024
Q2 		$6.95M Sell
164,718
-2,432
-1% -$102K 1.14% 26
2024
Q1 		$7.11M Buy
167,150
+5,432
+3% +$230K 1.2% 27
2023
Q4 		$6.83M Sell
161,718
-24,318
-13% -$1M 1.22% 27
2023
Q3 		$7.63M Sell
186,036
-18,013
-9% -$744K 1.49% 27
2023
Q2 		$8.46M Buy
204,049
+4,469
+2% +$184K 1.58% 26
2023
Q1 		$8.32M Buy
199,580
+13,936
+8% +$577K 1.73% 24
2022
Q4 		$7.59M Sell
185,644
-11,470
-6% -$469K 1.68% 24
2022
Q3 		$7.87M Sell
197,114
-3,275
-2% -$135K 1.84% 23
2022
Q2 		$8.13M Sell
200,389
-1,713
-0.8% -$72.5K 1.82% 25
2022
Q1 		$8.88M Buy
202,102
+6,381
+3% +$283K 1.73% 26
2021
Q4 		$8.87M Sell
195,721
-3,074
-2% -$139K 1.62% 28
2021
Q3 		$9.09M Buy
198,795
+7,258
+4% +$332K 1.72% 27
2021
Q2 		$8.82M Sell
191,537
-12,448
-6% -$571K 1.71% 27
2021
Q1 		$9.35M Buy
203,985
+31,068
+18% +$1.41M 2% 21
2020
Q4 		$7.86M Buy
172,917
+6,426
+4% +$287K 1.77% 26
2020
Q3 		$7.32M Buy
166,491
+30,861
+23% +$1.36M 1.8% 24
2020
Q2 		$5.82M Buy
135,630
+6,854
+5% +$290K 1.52% 28
2020
Q1 		$5.26M Buy
128,776
+47,577
+59% +$2.13M 1.58% 24
2019
Q4 		$3.77M Buy
81,199
+1,334
+2% +$61.6K 0.96% 32
2019
Q3 		$3.71M Buy
79,865
+3,954
+5% +$184K 1.03% 30
2019
Q2 		$3.54M Sell
75,911
-8,582
-10% -$399K 1% 30
2019
Q1 		$3.95M Sell
84,493
-150,876
-64% -$6.96M 1.14% 30
2018
Q4 		$16.2M Buy
235,369
+30,085
+15% +$1.38M 5.21% 4
2018
Q3 		$14M Buy
205,284
+109,137
+114% +$5.11M 4.12% 4
2018
Q2 		$4.48M Buy
96,147
+68,549
+248% +$3.2M 1.41% 32
2018
Q1 		$1.29M Buy
+27,598
New +$1.3M 0.89% 20

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

Towercrest Capital Management's SHYG Position: Q2 2026 in Review

Towercrest Capital Management reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 0.15% in Q2 2026, selling an estimated $10.9K and leaving 175,323 shares worth $7.44M. The position accounts for 1.04% of the portfolio, ranked #26.

Towercrest Capital Management first reported a position in SHYG in Q1 2018 and has held it in 34 quarters since. The position peaked at $16.2M in Q4 2018. 571 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Towercrest Capital Management held 175,323 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $7.44M as of Q2 2026.
  • Towercrest Capital Management sold 258 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $10.9K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 1.04% of Towercrest Capital Management's portfolio in Q2 2026, its #26 holding.
  • Towercrest Capital Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2018 and has held it in 34 quarters since.
  • Towercrest Capital Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $16.2M in Q4 2018.
  • 571 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Towercrest Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.