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Matthew Goff Investment Advisor’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Matthew Goff Investment Advisor’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 		$20.5M Buy
+482,367
New +$20.5M 3.45% 8
2026
Q1 		– Sell
-445,011
Closed -$19.1M – 119
2025
Q4 		$19.1M Buy
445,011
+49,059
+12% +$2.11M 3.38% 8
2025
Q3 		$17.1M Buy
395,952
+15,415
+4% +$664K 2.93% 11
2025
Q2 		$16.4M Sell
380,537
-42,761
-10% -$1.81M 3.04% 11
2025
Q1 		$18M Sell
423,298
-5,270
-1% -$226K 3.32% 8
2024
Q4 		$18.3M Buy
428,568
+86,141
+25% +$3.7M 3.39% 8
2024
Q3 		$14.9M Buy
342,427
+4,917
+1% +$210K 2.83% 11
2024
Q2 		$14.2M Buy
337,510
+4,963
+1% +$209K 2.91% 11
2024
Q1 		$14.1M Sell
332,547
-332
-0.1% -$14.1K 2.86% 12
2023
Q4 		$14.1M Sell
332,879
-51,363
-13% -$2.12M 3.12% 11
2023
Q3 		$15.8M Buy
384,242
+35,060
+10% +$1.45M 3.79% 4
2023
Q2 		$14.5M Buy
349,182
+1,788
+0.5% +$73.7K 3.4% 7
2023
Q1 		$14.5M Sell
347,394
-3,654
-1% -$151K 3.59% 6
2022
Q4 		$14.4M Sell
351,048
-147,052
-30% -$6.02M 3.74% 6
2022
Q3 		$19.9M Buy
498,100
+4,399
+0.9% +$182K 5.69% 3
2022
Q2 		$20M Buy
493,701
+10,411
+2% +$440K 5.39% 3
2022
Q1 		$21.2M Buy
483,290
+44,932
+10% +$1.99M 4.99% 3
2021
Q4 		$19.9M Buy
438,358
+9,644
+2% +$437K 4.55% 4
2021
Q3 		$19.6M Buy
428,714
+53,055
+14% +$2.43M 4.8% 3
2021
Q2 		$17.3M Buy
375,659
+173,110
+85% +$7.93M 4.39% 3
2021
Q1 		$9.28M Buy
202,549
+48,397
+31% +$2.2M 2.62% 13
2020
Q4 		$7M Buy
+154,152
New +$6.89M 2.08% 18

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

Matthew Goff Investment Advisor's SHYG Position: Q2 2026 in Review

Matthew Goff Investment Advisor opened a new position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2026: 482,367 shares worth $20.5M. The stake represents 3.45% of the portfolio and ranks #8 among its holdings. This is a return to the name: Matthew Goff Investment Advisor previously reported a position in SHYG as recently as Q4 2025.

Matthew Goff Investment Advisor first reported a position in SHYG in Q4 2020 and has held it in 22 quarters since. The position peaked at $21.2M in Q1 2022. 571 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Matthew Goff Investment Advisor held 482,367 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $20.5M as of Q2 2026.
  • iShares 0-5 Year High Yield Corporate Bond ETF was a new Matthew Goff Investment Advisor position in Q2 2026.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 3.45% of Matthew Goff Investment Advisor's portfolio in Q2 2026, its #8 holding.
  • Matthew Goff Investment Advisor first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Matthew Goff Investment Advisor's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $21.2M in Q1 2022.
  • 571 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Matthew Goff Investment Advisor's 13F filing for Q2 2026, filed 8 Jul 2026.