Mader & Shannon Wealth Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Mader & Shannon Wealth Management’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
2025 Q2	–	Sell	-411,869	Closed	-$17.5M	–	23
2025 Q1	$17.5M	Buy	411,869 +76,324	+23%	+$3.27M	9.99%	4
2024 Q4	$14.3M	Buy	+335,545	New	+$14.4M	8.84%	5
2023 Q3	–	Sell	-453,923	Closed	-$18.8M	–	15
2023 Q2	$18.8M	Buy	453,923 +12,576	+3%	+$518K	11.62%	3
2023 Q1	$18.4M	Sell	441,347 -48,048	-10%	-$1.99M	12.13%	3
2022 Q4	$20M	Buy	+489,395	New	+$20M	13.24%	3

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Mader & Shannon Wealth Management's SHYG Position: Q2 2025 in Review

Mader & Shannon Wealth Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2025, closing a stake of 411,869 shares — an estimated $17.5M sold.

Mader & Shannon Wealth Management first reported a position in SHYG in Q4 2022 and held it in 5 quarters. The position peaked at $20M in Q4 2022. 534 funds tracked by Wall St. Rank hold SHYG as of Q2 2025.

Mader & Shannon Wealth Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Mader & Shannon Wealth Management sold 411,869 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2025, an estimated $17.5M.
Mader & Shannon Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2022 and held it in 5 quarters.
Mader & Shannon Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $20M in Q4 2022.
534 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2025.

Based on Mader & Shannon Wealth Management's 13F filing for Q2 2025, filed 31 Jul 2025.