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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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. 571 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.
571 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.