Two West Capital Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Two West Capital Advisors’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	$253K	Sell	5,988 -1,475	-20%	-$62.6K	0.13%	93
2026 Q1	$318K	Buy	7,463 +31	+0.4%	+$1.32K	0.17%	81
2025 Q4	$319K	Sell	7,432 -2,822	-28%	-$121K	0.19%	75
2025 Q3	$443K	Sell	10,254 -89	-0.9%	-$3.83K	0.27%	61
2025 Q2	$445K	Sell	10,343 -591	-5%	-$25K	0.29%	56
2025 Q1	$452K	Buy	10,934 +1,599	+17%	+$68.6K	0.38%	40
2024 Q4	$398K	Buy	9,335 +984	+12%	+$42.3K	0.34%	46
2024 Q3	$363K	Buy	+8,351	New	+$357K	0.29%	48

Other funds holding SHYG

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MGIA

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Foronjy Financial Santa Barbara, California $272M AUM 15.08% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

Freestate Advisors Overland Park, Kansas $134M AUM 12.57% 1-Year Est. Return

Two West Capital Advisors's SHYG Position: Q2 2026 in Review

Two West Capital Advisors reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 20% in Q2 2026, selling an estimated $62.6K and leaving 5,988 shares worth $253K. The position accounts for 0.13% of the portfolio, ranked #93.

Two West Capital Advisors first reported a position in SHYG in Q3 2024 and has held it in 8 quarters since. The position peaked at $452K in Q1 2025. 170 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Two West Capital Advisors held 5,988 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $253K as of Q2 2026.
Two West Capital Advisors sold 1,475 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $62.6K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.13% of Two West Capital Advisors's portfolio in Q2 2026, its #93 holding.
Two West Capital Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Two West Capital Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $452K in Q1 2025.
170 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Two West Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.