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

Marshall Investment 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 		– Sell
-313
Closed -$13.2K – 524
2026
Q1 		$13.2K Buy
+313
New +$13.4K 0.01% 179

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Empower Advisory Group
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall Investment Management's SHYG Position: Q2 2026 in Review

Marshall Investment Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2026, closing a stake of 313 shares — an estimated $13.2K sold.

Marshall Investment Management first reported a position in SHYG in Q1 2026 and held it in 1 quarter. The position peaked at $13.2K in Q1 2026. 571 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Marshall Investment Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Marshall Investment Management sold 313 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $13.2K.
  • Marshall Investment Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2026 and held it in 1 quarter.
  • Marshall Investment Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $13.2K in Q1 2026.
  • 571 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

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