MAI Capital Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

MAI Capital 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
2026 Q2	$16.7M	Buy	393,300 +9,033	+2%	+$383K	0.06%	240
2026 Q1	$16.3M	Buy	384,267 +19,647	+5%	+$839K	0.09%	191
2025 Q4	$15.6M	Buy	364,620 +12,059	+3%	+$518K	0.09%	191
2025 Q3	$15.3M	Sell	352,561 -3,799	-1%	-$164K	0.1%	180
2025 Q2	$15.4M	Sell	356,360 -17,389	-5%	-$736K	0.11%	166
2025 Q1	$15.9M	Sell	373,749 -5,035	-1%	-$216K	0.12%	159
2024 Q4	$16.1M	Buy	+378,784	New	+$16.3M	0.12%	151

Other funds holding SHYG

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

Morgan Stanley New York $1.89T AUM 35.08% 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

JSTA

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

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

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MAI Capital Management's SHYG Position: Q2 2026 in Review

MAI Capital Management increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 2.4% in Q2 2026, buying an estimated $383K and bringing the position to 393,300 shares worth $16.7M. The position accounts for 0.06% of the portfolio, ranked #240.

MAI Capital Management first reported a position in SHYG in Q4 2024 and has held it in 7 quarters since. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

MAI Capital Management held 393,300 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $16.7M as of Q2 2026.
MAI Capital Management bought 9,033 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $383K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.06% of MAI Capital Management's portfolio in Q2 2026, its #240 holding.
MAI Capital Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.