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McNamara Financial Services’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

McNamara Financial Services’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 		$750K Buy
17,688
+436
+3% +$18.5K 0.13% 50
2026
Q1 		$730K Buy
17,252
+931
+6% +$39.7K 0.14% 48
2025
Q4 		$700K Buy
16,321
+522
+3% +$22.4K 0.13% 49
2025
Q3 		$684K Buy
15,799
+464
+3% +$20K 0.13% 46
2025
Q2 		$662K Buy
15,335
+299
+2% +$12.6K 0.13% 43
2025
Q1 		$639K Sell
15,036
-8,898
-37% -$382K 0.14% 42
2024
Q4 		$1.02M Sell
23,934
-717
-3% -$30.8K 0.24% 27
2024
Q3 		$1.07M Buy
24,651
+1,677
+7% +$71.7K 0.21% 28
2024
Q2 		$970K Buy
22,974
+1,950
+9% +$82.1K 0.21% 28
2024
Q1 		$895K Buy
21,024
+3,532
+20% +$150K 0.19% 29
2023
Q4 		$739K Buy
17,492
+425
+2% +$17.5K 0.17% 31
2023
Q3 		$700K Buy
17,067
+699
+4% +$28.9K 0.17% 32
2023
Q2 		$675K Buy
16,368
+1,999
+14% +$82.4K 0.16% 35
2023
Q1 		$599K Buy
14,369
+3,373
+31% +$140K 0.15% 35
2022
Q4 		$450K Buy
10,996
+398
+4% +$16.3K 0.12% 41
2022
Q3 		$423K Buy
10,598
+1,230
+13% +$50.9K 0.12% 37
2022
Q2 		$380K Buy
9,368
+632
+7% +$26.7K 0.11% 41
2022
Q1 		$384K Sell
8,736
-3,183
-27% -$141K 0.1% 39
2021
Q4 		$540K Buy
11,919
+736
+7% +$33.4K 0.14% 33
2021
Q3 		$511K Buy
11,183
+1,131
+11% +$51.7K 0.14% 31
2021
Q2 		$463K Buy
10,052
+739
+8% +$33.9K 0.13% 31
2021
Q1 		$423K Buy
9,313
+1,171
+14% +$53.3K 0.13% 30
2020
Q4 		$358K Hold
8,142
– – 0.12% 30
2020
Q3 		$358K Sell
8,142
-90
-1% -$3.96K 0.12% 30
2020
Q2 		$353K Buy
+8,232
New +$348K 0.13% 31

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

McNamara Financial Services's SHYG Position: Q2 2026 in Review

McNamara Financial Services increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 2.5% in Q2 2026, buying an estimated $18.5K and bringing the position to 17,688 shares worth $750K. The position accounts for 0.13% of the portfolio, ranked #50.

McNamara Financial Services first reported a position in SHYG in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.07M in Q3 2024. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • McNamara Financial Services held 17,688 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $750K as of Q2 2026.
  • McNamara Financial Services bought 436 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $18.5K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.13% of McNamara Financial Services's portfolio in Q2 2026, its #50 holding.
  • McNamara Financial Services 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.
  • McNamara Financial Services's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.07M in Q3 2024.
  • 569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on McNamara Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.