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

Winthrop 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	$149K	Buy	3,520 +3,500	+17,500%	+$148K	0.04%	130
2026 Q1	$1K	Hold	20	–	–	﹤0.01%	338
2025 Q4	$1K	Hold	20	–	–	﹤0.01%	342
2025 Q3	$1K	Hold	20	–	–	﹤0.01%	322
2025 Q2	$1K	Hold	20	–	–	﹤0.01%	331
2025 Q1	$1K	Hold	20	–	–	﹤0.01%	310
2024 Q4	$1K	Buy	+20	New	+$860	﹤0.01%	319

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

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

Winthrop Capital Management increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 17,500% in Q2 2026, buying an estimated $148K and bringing the position to 3,520 shares worth $149K. The position accounts for 0.04% of the portfolio, ranked #130.

Winthrop Capital Management first reported a position in SHYG in Q4 2024 and has held it in 7 quarters since. 571 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Winthrop Capital Management held 3,520 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $149K as of Q2 2026.
Winthrop Capital Management bought 3,500 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $148K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.04% of Winthrop Capital Management's portfolio in Q2 2026, its #130 holding.
Winthrop Capital Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
571 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

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