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 Q3	$5.2M	Buy	126,069 +2,998	+2%	+$126K	1.84%	16
2026 Q2	$5.22M	Buy	123,071 +2,281	+2%	+$96.8K	1.87%	15
2026 Q1	$5.11M	Buy	120,790 +2,680	+2%	+$114K	2.01%	17
2025 Q4	$5.06M	Buy	118,110 +2,324	+2%	+$100K	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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Nomura Asset Management Tokyo, Japan $49B AUM 42.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Arch Capital Group Pembroke, Bermuda $288M AUM 1.8% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Madden Advisory Services's SHYG Position: Q3 2026 in Review

Madden Advisory Services increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 2.4% in Q3 2026, buying an estimated $126K and bringing the position to 126,069 shares worth $5.2M. The position accounts for 1.84% of the portfolio, ranked #16.

Madden Advisory Services first reported a position in SHYG in Q4 2018 and has held it in 29 quarters since. The position peaked at $5.22M in Q2 2026. 417 funds tracked by Wall St. Rank hold SHYG as of Q3 2026.

Madden Advisory Services held 126,069 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $5.2M as of Q3 2026.
Madden Advisory Services bought 2,998 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2026, an estimated $126K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 1.84% of Madden Advisory Services's portfolio in Q3 2026, its #16 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 29 quarters since.
Madden Advisory Services's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $5.22M in Q2 2026.
417 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2026.

Based on Madden Advisory Services's 13F filing for Q3 2026, filed 10 Nov 2026.