SHYG — ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF

Ownership history in CoreCap Advisors, LLC  ·  12 quarters on record

AI Ownership Summary

CoreCap Advisors, LLC reported ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF (SHYG) in 12 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.2% in 2024 Q2. The latest visible filing shows SHYG at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SHYG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CoreCap Advisors, LLC's position in ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SHYG was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.2% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SHYG stock page CoreCap Advisors, LLC fund profile CoreCap Advisors, LLC full holdings
How CoreCap Advisors, LLC held SHYG — position size vs. price
% of Fund (quarterly)    SHYG price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 2,432 -49 -2.0% 0.00% $103K 2026-04-07 $42.29
2025 Q4 REDUCED 2,481 -25 -1.0% 0.00% $106K 2026-01-13 $42.30
2025 Q3 UNCHANGED 2,506 — 0% 0.00% $109K 2025-10-22 $41.55
2025 Q2 REDUCED 2,506 -59 -2.3% 0.00% $108K 2025-08-14 $41.06
2025 Q1 REDUCED 2,565 -326 -11.3% 0.00% $109K 2025-05-09 $39.57
2024 Q4 REDUCED 2,891 -43,490 -93.8% 0.01% $123K 2025-02-14 $39.71
2024 Q3 ADDED 46,381 +188 +0.4% 0.09% $2.0M 2024-11-08 $39.14
2024 Q2 ADDED 46,193 +19,574 +73.5% 0.20% $1.9M 2024-08-08 $37.69
2023 Q4 ADDED 26,619 +14,860 +126.4% 0.07% $1.1M 2024-01-16 $36.12
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SHYG

As of 2026 Q1 — sorted by position size

City Center Advisors, LLC 0.66% Rosenberg Matthew Hamilton 3Y 0.45% PARK AVENUE SECURITIES LLC 3Y 7Y 0.18% PRIVATE CLIENT SERVICES, LLC 0.07% Farther Finance Advisors, LLC 0.03% Coastline Trust Co 3Y 7Y 0.01% Investors Research Corp 3Y 7Y 0.0% SIGNATUREFD, LLC 3Y 7Y 0.0% MJT & Associates Financial Advisory Group, Inc. 0.0% GAMMA Investing LLC 0.0%

FAQ About CoreCap Advisors, LLC and SHYG

These are the practical questions this page is built to answer before you even open the full history table.

How long has CoreCap Advisors, LLC reported owning SHYG?

CoreCap Advisors, LLC reported SHYG across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SHYG position in CoreCap Advisors, LLC's portfolio?

The largest reported portfolio weight for SHYG was 0.20% in 2024 Q2.

What is the latest reported SHYG position on this page?

The most recent filing on this page is 2026 Q1, when CoreCap Advisors, LLC reported 2,432 shares, equal to 0.00% of portfolio, with an estimated market value of $103K.

What does the chart on this SHYG ownership page compare?

The chart compares CoreCap Advisors, LLC's quarterly SHYG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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