Madden Advisory Services’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Madden Advisory Services’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	$5.11M	Buy	120,790 +2,680	+2%	+$114K	2.01%	17
2025 Q4	$5.06M	Buy	118,110 +2,324	+2%	+$99.7K	2.04%	15
2025 Q3	$5.01M	Buy	115,786 +12,212	+12%	+$526K	1.94%	15
2025 Q2	$4.47M	Sell	103,574 -526	-0.5%	-$22.3K	1.9%	16
2025 Q1	$4.43M	Buy	104,100 +1,785	+2%	+$76.6K	2.06%	14
2024 Q4	$4.36M	Buy	102,315 +13,074	+15%	+$562K	2.02%	16
2024 Q3	$3.87M	Buy	89,241 +10,075	+13%	+$431K	1.77%	18
2024 Q2	$3.34M	Buy	79,166 +3,228	+4%	+$136K	1.7%	18
2024 Q1	$3.23M	Buy	75,938 +1,708	+2%	+$72.3K	1.7%	19
2023 Q4	$3.13M	Buy	74,230 +12,186	+20%	+$503K	1.77%	19
2023 Q3	$2.55M	Buy	62,044 +20,814	+50%	+$860K	1.61%	22
2023 Q2	$1.71M	Buy	41,230 +7,812	+23%	+$322K	1.11%	26
2023 Q1	$1.39M	Buy	33,418 +1,363	+4%	+$56.4K	0.98%	29
2022 Q4	$1.31M	Buy	32,055 +4,619	+17%	+$189K	0.98%	30
2022 Q3	$1.1M	Buy	27,436 +1,754	+7%	+$72.5K	0.88%	33
2022 Q2	$1.04M	Buy	25,682 +19,897	+344%	+$842K	0.79%	33
2022 Q1	$254K	Buy	5,785 +285	+5%	+$12.6K	0.17%	67
2021 Q4	$249K	Buy	5,500 +294	+6%	+$13.3K	0.16%	70
2021 Q3	$238K	Buy	5,206 +462	+10%	+$21.1K	0.17%	70
2021 Q2	$219K	Sell	4,744 -53	-1%	-$2.43K	0.16%	68
2021 Q1	$220K	Buy	4,797 +7	+0.1%	+$319	0.17%	65
2020 Q4	$218K	Buy	+4,790	New	+$214K	0.18%	69
2020 Q1	–	Sell	-17,974	Closed	-$834K	–	85
2019 Q4	$834K	Sell	17,974 -1,064	-6%	-$49.2K	0.55%	48
2019 Q3	$885K	Sell	19,038 -6,598	-26%	-$306K	0.63%	46
2019 Q2	$1.2M	Sell	25,636 -5,792	-18%	-$269K	0.75%	41
2019 Q1	$1.47M	Buy	31,428 +124	+0.4%	+$5.72K	0.79%	41
2018 Q4	$1.39M	Buy	+31,304	New	+$1.44M	0.84%	41

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 $58.2B AUM 22.78% 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 $79.5B AUM 27.1% 1-Year Est. Return

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

Madden Advisory Services's SHYG Position: Q1 2026 in Review

Madden Advisory Services increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 2.3% in Q1 2026, buying an estimated $114K and bringing the position to 120,790 shares worth $5.11M. The position accounts for 2.01% of the portfolio, ranked #17.

Madden Advisory Services first reported a position in SHYG in Q4 2018 and has held it in 27 quarters since. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

Madden Advisory Services held 120,790 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $5.11M as of Q1 2026.
Madden Advisory Services bought 2,680 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $114K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 2.01% of Madden Advisory Services's portfolio in Q1 2026, its #17 holding.
Madden Advisory Services first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2018 and has held it in 27 quarters since.
553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Madden Advisory Services's 13F filing for Q1 2026, filed 11 May 2026.