SEAVIEW INVESTMENT MANAGERS LLC SHYG — ISHARES TR

Ownership history in SEAVIEW INVESTMENT MANAGERS LLC  ·  14 quarters on record

AI Ownership Summary

SEAVIEW INVESTMENT MANAGERS LLC reported ISHARES TR (SHYG) in 14 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.38% in 2026 Q1. The latest visible filing shows SHYG at 0.38% 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 SEAVIEW INVESTMENT MANAGERS LLC's position in ISHARES TR, 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 0.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.38% in 2026 Q1

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

Time in book
Holding Window
2024 Q2 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 SEAVIEW INVESTMENT MANAGERS LLC fund profile SEAVIEW INVESTMENT MANAGERS LLC full holdings
How SEAVIEW INVESTMENT MANAGERS LLC held SHYG — position size vs. price
% of Fund (quarterly)    SHYG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 24,944 +12,244 +96.4% 0.38% $1.1M 2026-05-14 $42.40
2025 Q4 REDUCED 33.5% -0.1% ✅ 12,700 -6,389 -33.5% 0.20% $544K 2026-02-09 $42.13
2025 Q3 ADDED — — — 19,089 +3,399 +21.7% 0.31% $827K 2025-11-06 $41.28
2025 Q2 ADDED — — — 15,690 +92 +0.6% 0.19% $677K 2025-08-12 $40.80
2025 Q1 ADDED — — — 15,598 +4,143 +36.2% 0.21% $663K 2025-05-13 $39.77
2024 Q4 ADDED — — — 11,455 +6,769 +144.5% 0.14% $488K 2025-02-13 $39.45
2024 Q3 REDUCED 29.2% +0.5% ❌ 4,686 -1,932 -29.2% 0.06% $203K 2024-11-13 $38.73
2024 Q2 ADDED — — — 6,618 +1,405 +27.0% 0.08% $279K 2024-08-07 $37.35
6 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

ARCH CAPITAL GROUP LTD. 3Y 22.31% Freestate Advisors LLC 3Y 8.84% KITCHING PARTNERS, LLC 8.78% Whitford Management LLC 3Y 8.73% KilterHowling LLC 3Y 7.67% Bramshill Investments, LLC 3Y 7Y 7.62% Cascade Wealth Advisors, Inc 6.56% Bakala Capital LLC 3Y 6.47% FORONJY FINANCIAL LLC 5.06% Alexis Investment Partners, LLC 4.76%

FAQ About SEAVIEW INVESTMENT MANAGERS 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 SEAVIEW INVESTMENT MANAGERS LLC reported owning SHYG?

SEAVIEW INVESTMENT MANAGERS LLC reported SHYG across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported SHYG position in SEAVIEW INVESTMENT MANAGERS LLC's portfolio?

The largest reported portfolio weight for SHYG was 0.38% in 2026 Q1.

What is the latest reported SHYG position on this page?

The most recent filing on this page is 2026 Q1, when SEAVIEW INVESTMENT MANAGERS LLC reported 24,944 shares, equal to 0.38% of portfolio, with an estimated market value of $1.1M.

What does the chart on this SHYG ownership page compare?

The chart compares SEAVIEW INVESTMENT MANAGERS 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.

How well did SEAVIEW INVESTMENT MANAGERS LLC time their SHYG position?

Based on 13F filing dates vs. subsequent SHYG price moves, SEAVIEW INVESTMENT MANAGERS LLC correctly timed 8 out of 13 reported position changes (62%). The annualised alpha on SHYG relative to SPY over the holding period was -8.8%.

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