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 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

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

Matthew Hamilton Rosenberg's SHYG Position: Q2 2026 in Review

Matthew Hamilton Rosenberg increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 15% in Q2 2026, buying an estimated $329K and bringing the position to 59,273 shares worth $2.51M. The position accounts for 0.47% of the portfolio, ranked #25.

Matthew Hamilton Rosenberg first reported a position in SHYG in Q2 2020 and has held it in 25 quarters since. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Matthew Hamilton Rosenberg held 59,273 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $2.51M as of Q2 2026.
Matthew Hamilton Rosenberg bought 7,750 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $329K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.47% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #25 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 25 quarters since.
569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.