MassMutual Private Wealth & Trust’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

MassMutual Private Wealth & Trust’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	–	Sell	-500	Closed	-$21.4K	–	2484
2025 Q4	$21.4K	Buy	+500	New	+$21.5K	﹤0.01%	1086
2025 Q2	–	Sell	-79	Closed	-$3.36K	–	2486
2025 Q1	$3.36K	Sell	79 -1,313	-94%	-$56.3K	﹤0.01%	1750
2024 Q4	$59.3K	Buy	1,392 +1,353	+3,469%	+$58.2K	﹤0.01%	703
2024 Q3	$1.69K	Buy	+39	New	+$1.67K	﹤0.01%	1697
2023 Q1	–	Sell	-320	Closed	-$13K	–	1880
2022 Q4	$13K	Buy	+320	New	+$13.1K	﹤0.01%	742
2020 Q3	–	Sell	-229	Closed	-$10K	–	807
2020 Q2	$10K	Buy	+229	New	+$9.67K	﹤0.01%	549

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JSTA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MassMutual Private Wealth & Trust's SHYG Position: Q1 2026 in Review

MassMutual Private Wealth & Trust sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2026, closing a stake of 500 shares — an estimated $21.4K sold.

MassMutual Private Wealth & Trust first reported a position in SHYG in Q2 2020 and held it in 6 quarters. The position peaked at $59.3K in Q4 2024. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

MassMutual Private Wealth & Trust reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 500 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $21.4K.
MassMutual Private Wealth & Trust first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2020 and held it in 6 quarters.
MassMutual Private Wealth & Trust's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $59.3K 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 MassMutual Private Wealth & Trust's 13F filing for Q1 2026, filed 13 Apr 2026.