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

Maridea 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
2026 Q2	$317K	Sell	7,483 -3,506	-32%	-$149K	0.03%	406
2026 Q1	$465K	Sell	10,989 -1,132	-9%	-$48.3K	0.07%	263
2025 Q4	$520K	Buy	12,121 +4,521	+59%	+$194K	0.08%	243
2025 Q3	$327K	Buy	+7,600	New	+$327K	0.05%	313
2025 Q1	–	Sell	-17,257	Closed	-$735K	–	267
2024 Q4	$735K	Buy	+17,257	New	+$742K	0.24%	71

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

Maridea Wealth Management's SHYG Position: Q2 2026 in Review

Maridea Wealth Management reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 32% in Q2 2026, selling an estimated $149K and leaving 7,483 shares worth $317K. The position accounts for 0.03% of the portfolio, ranked #406.

Maridea Wealth Management first reported a position in SHYG in Q4 2024 and has held it in 5 quarters since. The position peaked at $735K in Q4 2024. 571 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Maridea Wealth Management held 7,483 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $317K as of Q2 2026.
Maridea Wealth Management sold 3,506 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $149K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.03% of Maridea Wealth Management's portfolio in Q2 2026, its #406 holding.
Maridea Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2024 and has held it in 5 quarters since.
Maridea Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $735K in Q4 2024.
571 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.