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 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Zuckerman Investment Group's SHYG Position: Q1 2026 in Review

Zuckerman Investment Group reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 4.8% in Q1 2026, selling an estimated $39.1K and leaving 17,989 shares worth $761K. The position accounts for 0.07% of the portfolio, ranked #83.

Zuckerman Investment Group first reported a position in SHYG in Q3 2023 and has held it in 11 quarters since. The position peaked at $830K in Q3 2025. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

Zuckerman Investment Group held 17,989 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $761K as of Q1 2026.
Zuckerman Investment Group sold 916 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $39.1K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.07% of Zuckerman Investment Group's portfolio in Q1 2026, its #83 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 11 quarters since.
Zuckerman Investment Group's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $830K in Q3 2025.
553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Zuckerman Investment Group's 13F filing for Q1 2026, filed 15 May 2026.