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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
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Empower Advisory Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Maridea Wealth Management's SHYG Position: Q1 2026 in Review

Maridea Wealth Management reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 9.3% in Q1 2026, selling an estimated $48.3K and leaving 10,989 shares worth $465K. The position accounts for 0.07% of the portfolio, ranked #263.

Maridea Wealth Management first reported a position in SHYG in Q4 2024 and has held it in 4 quarters since. The position peaked at $735K in Q4 2024. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

  • Maridea Wealth Management held 10,989 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $465K as of Q1 2026.
  • Maridea Wealth Management sold 1,132 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $48.3K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.07% of Maridea Wealth Management's portfolio in Q1 2026, its #263 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 4 quarters since.
  • Maridea Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $735K in Q4 2024.
  • 553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.