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

Mascoma 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	$14.9K	Hold	351	–	–	﹤0.01%	290
2026 Q1	$14.8K	Hold	351	–	–	﹤0.01%	286
2025 Q4	$15K	Hold	351	–	–	﹤0.01%	281
2025 Q3	$15.2K	Hold	351	–	–	﹤0.01%	287
2025 Q2	$15.1K	Hold	351	–	–	﹤0.01%	285
2025 Q1	$14.9K	Hold	351	–	–	﹤0.01%	291
2024 Q4	$14.9K	Hold	351	–	–	﹤0.01%	305
2024 Q3	$15.2K	Hold	351	–	–	﹤0.01%	287
2024 Q2	$14.8K	Sell	351 -448	-56%	-$18.9K	﹤0.01%	290
2024 Q1	$34K	Sell	799 -4,813	-86%	-$204K	0.01%	216
2023 Q4	$237K	Sell	5,612 -1,045	-16%	-$43.1K	0.07%	91
2023 Q3	$273K	Hold	6,657	–	–	0.09%	83
2023 Q2	$275K	Sell	6,657 -8,274	-55%	-$341K	0.08%	82
2023 Q1	$620K	Sell	14,931 -9,432	-39%	-$391K	0.18%	57
2022 Q4	$996K	Sell	24,363 -3,460	-12%	-$142K	0.32%	45
2022 Q3	$1.11M	Sell	27,823 -3,240	-10%	-$134K	0.38%	44
2022 Q2	$1.26M	Buy	31,063 +5,397	+21%	+$228K	0.43%	43
2022 Q1	$1.13M	Sell	25,666 -19,334	-43%	-$856K	0.36%	49
2021 Q4	$2.04M	Buy	45,000 +10,824	+32%	+$491K	0.71%	35
2021 Q3	$1.56M	Buy	34,176 +2,797	+9%	+$128K	0.61%	33
2021 Q2	$1.45M	Buy	31,379 +8,045	+34%	+$369K	0.62%	32
2021 Q1	$1.07M	Buy	+23,334	New	+$1.06M	0.46%	38
2019 Q3	–	Sell	-2,904	Closed	-$136K	–	287
2019 Q2	$136K	Sell	2,904 -18,438	-86%	-$858K	0.09%	97
2019 Q1	$997K	Buy	+21,342	New	+$985K	0.67%	25

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

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

Mascoma Wealth Management held its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) position steady in Q2 2026 at 351 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #290.

Mascoma Wealth Management first reported a position in SHYG in Q1 2019 and has held it in 24 quarters since. The position peaked at $2.04M in Q4 2021. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Mascoma Wealth Management held 351 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $14.9K as of Q2 2026.
Mascoma Wealth Management left its iShares 0-5 Year High Yield Corporate Bond ETF share count unchanged in Q2 2026.
iShares 0-5 Year High Yield Corporate Bond ETF made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #290 holding.
Mascoma Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2019 and has held it in 24 quarters since.
Mascoma Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $2.04M in Q4 2021.
569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.