Matthew Hamilton Rosenberg’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Matthew Hamilton Rosenberg’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 Q3	$2.75M	Buy	66,659 +7,386	+12%	+$311K	0.49%	26
2026 Q2	$2.51M	Buy	59,273 +7,750	+15%	+$329K	0.47%	25
2026 Q1	$2.18M	Buy	51,523 +4,027	+8%	+$172K	0.45%	28
2025 Q4	$2.04M	Buy	47,496 +8,144	+21%	+$350K	0.42%	26
2025 Q3	$1.7M	Buy	39,352 +7,484	+23%	+$322K	0.37%	33
2025 Q2	$1.37M	Buy	31,868 +1,835	+6%	+$77.6K	0.32%	35
2025 Q1	$1.28M	Buy	30,033 +5,332	+22%	+$229K	0.32%	36
2024 Q4	$1.05M	Buy	24,701 +4,025	+19%	+$173K	0.27%	40
2024 Q3	$898K	Buy	20,676 +3,630	+21%	+$155K	0.23%	46
2024 Q2	$715K	Buy	17,046 +246	+1%	+$10.4K	0.21%	51
2024 Q1	$708K	Buy	16,800 +1,417	+9%	+$60K	0.2%	55
2023 Q4	$649K	Sell	15,383 -13	-0.1%	-$536	0.2%	53
2023 Q3	$632K	Sell	15,396 -1,020	-6%	-$42.1K	0.21%	49
2023 Q2	$680K	Sell	16,416 -3,701	-18%	-$153K	0.23%	48
2023 Q1	$838K	Sell	20,117 -937	-4%	-$38.8K	0.27%	49
2022 Q4	$861K	Sell	21,054 -1,472	-7%	-$60.2K	0.29%	48
2022 Q3	$900K	Buy	22,526 +1,091	+5%	+$45.1K	0.35%	43
2022 Q2	$870K	Sell	21,435 -1,770	-8%	-$74.9K	0.33%	44
2022 Q1	$1.02M	Sell	23,205 -2,735	-11%	-$121K	0.36%	43
2021 Q4	$1.18M	Sell	25,940 -6,221	-19%	-$282K	0.42%	38
2021 Q3	$1.47M	Buy	32,161 +16,421	+104%	+$751K	0.58%	31
2021 Q2	$725K	Buy	15,740 +4,279	+37%	+$196K	0.38%	33
2021 Q1	$525K	Buy	11,461 +1,631	+17%	+$74.2K	0.3%	38
2020 Q4	$447K	Buy	9,830 +3,870	+65%	+$173K	0.28%	42
2020 Q3	$262K	Buy	5,960 +1,778	+43%	+$78.1K	0.19%	65
2020 Q2	$179K	Buy	+4,182	New	+$177K	0.14%	91

Other funds holding SHYG

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

MGIA

Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return

PAG

Powers Advisory Group Highland, Illinois $330M AUM 11.85% 1-Year Est. Return

Freestate Advisors Overland Park, Kansas $130M AUM 7% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

Matthew Hamilton Rosenberg's SHYG Position: Q3 2026 in Review

Matthew Hamilton Rosenberg increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 12% in Q3 2026, buying an estimated $311K and bringing the position to 66,659 shares worth $2.75M. The position accounts for 0.49% of the portfolio, ranked #26.

Matthew Hamilton Rosenberg first reported a position in SHYG in Q2 2020 and has held it in 26 quarters since. 67 funds tracked by Wall St. Rank hold SHYG as of Q3 2026.

Matthew Hamilton Rosenberg held 66,659 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $2.75M as of Q3 2026.
Matthew Hamilton Rosenberg bought 7,386 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2026, an estimated $311K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.49% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #26 holding.
Matthew Hamilton Rosenberg first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2020 and has held it in 26 quarters since.
67 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.