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McAdam LLC’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

McAdam LLC’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 		– Sell
-7,495
Closed -$317K – 542
2026
Q1 		$317K Sell
7,495
-526
-7% -$22.5K 0.01% 332
2025
Q4 		$344K Sell
8,021
-394
-5% -$16.9K 0.02% 302
2025
Q3 		$364K Buy
8,415
+1,070
+15% +$46.1K 0.02% 266
2025
Q2 		$317K Sell
7,345
-682
-8% -$28.9K 0.02% 277
2025
Q1 		$341K Sell
8,027
-1,999
-20% -$85.8K 0.02% 242
2024
Q4 		$427K Sell
10,026
-4,515
-31% -$194K 0.02% 218
2024
Q3 		$631K Buy
14,541
+346
+2% +$14.8K 0.04% 173
2024
Q2 		$599K Buy
14,195
+858
+6% +$36.1K 0.04% 157
2024
Q1 		$567K Sell
13,337
-28
-0.2% -$1.19K 0.04% 161
2023
Q4 		$564K Sell
13,365
-6,544
-33% -$270K 0.04% 152
2023
Q3 		$817K Sell
19,909
-2,424
-11% -$100K 0.07% 123
2023
Q2 		$926K Sell
22,333
-46,605
-68% -$1.92M 0.08% 115
2023
Q1 		$2.87M Buy
68,938
+57,416
+498% +$2.38M 0.26% 61
2022
Q4 		$522K Sell
11,522
-54,300
-82% -$2.22M 0.05% 100
2022
Q3 		$2.63M Buy
65,822
+559
+0.9% +$23.1K 0.29% 61
2022
Q2 		$2.65M Buy
65,263
+53,521
+456% +$2.26M 0.28% 59
2022
Q1 		$516K Buy
11,742
+220
+2% +$9.74K 0.05% 107
2021
Q4 		$522K Sell
11,522
-2,256
-16% -$102K 0.05% 100
2021
Q3 		$630K Sell
13,778
-649
-4% -$29.7K 0.07% 86
2021
Q2 		$662K Buy
14,427
+2,117
+17% +$97K 0.08% 83
2021
Q1 		$564K Buy
12,310
+956
+8% +$43.5K 0.08% 83
2020
Q4 		$515K Buy
+11,354
New +$507K 0.08% 84

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

McAdam LLC's SHYG Position: Q2 2026 in Review

McAdam LLC sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2026, closing a stake of 7,495 shares — an estimated $317K sold.

McAdam LLC first reported a position in SHYG in Q4 2020 and held it in 22 quarters. The position peaked at $2.87M in Q1 2023. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • McAdam LLC reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • McAdam LLC sold 7,495 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $317K.
  • McAdam LLC first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2020 and held it in 22 quarters.
  • McAdam LLC's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $2.87M in Q1 2023.
  • 569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.