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Zuckerman Investment Group’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Zuckerman Investment Group’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 		$2.12M Buy
49,872
+31,883
+177% +$1.35M 0.18% 60
2026
Q1 		$761K Sell
17,989
-916
-5% -$39.1K 0.07% 83
2025
Q4 		$810K Sell
18,905
-252
-1% -$10.8K 0.07% 83
2025
Q3 		$830K Buy
19,157
+448
+2% +$19.3K 0.08% 87
2025
Q2 		$807K Buy
18,709
+2,543
+16% +$108K 0.08% 85
2025
Q1 		$687K Buy
16,166
+18
+0.1% +$772 0.07% 94
2024
Q4 		$692K Buy
16,148
+1,295
+9% +$55.7K 0.07% 93
2024
Q3 		$645K Buy
14,853
+1,101
+8% +$47K 0.07% 90
2024
Q2 		$580K Buy
13,752
+1,689
+14% +$71.1K 0.07% 93
2024
Q1 		$513K Buy
12,063
+405
+3% +$17.1K 0.06% 94
2023
Q4 		$492K Buy
11,658
+2,356
+25% +$97.2K 0.06% 90
2023
Q3 		$382K Buy
+9,302
New +$384K 0.05% 94

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

Zuckerman Investment Group's SHYG Position: Q2 2026 in Review

Zuckerman Investment Group increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 177% in Q2 2026, buying an estimated $1.35M and bringing the position to 49,872 shares worth $2.12M. The position accounts for 0.18% of the portfolio, ranked #60.

Zuckerman Investment Group first reported a position in SHYG in Q3 2023 and has held it in 12 quarters since. 571 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Zuckerman Investment Group held 49,872 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $2.12M as of Q2 2026.
  • Zuckerman Investment Group bought 31,883 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.35M.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.18% of Zuckerman Investment Group's portfolio in Q2 2026, its #60 holding.
  • Zuckerman Investment Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2023 and has held it in 12 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 Zuckerman Investment Group's 13F filing for Q2 2026, filed 14 Aug 2026.