Medallion Wealth Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Medallion Wealth Advisors’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	-36	Closed	-$1.52K	–	1294
2026 Q1	$1.52K	Hold	36	–	–	﹤0.01%	1030
2025 Q4	$1.54K	Hold	36	–	–	﹤0.01%	1017
2025 Q3	$1.56K	Hold	36	–	–	﹤0.01%	1003
2025 Q2	$1.54K	Hold	36	–	–	﹤0.01%	987
2025 Q1	$1.52K	Hold	36	–	–	﹤0.01%	951
2024 Q4	$1.53K	Buy	+36	New	+$1.55K	﹤0.01%	892

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

Medallion Wealth Advisors's SHYG Position: Q2 2026 in Review

Medallion Wealth Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2026, closing a stake of 36 shares — an estimated $1.52K sold.

Medallion Wealth Advisors first reported a position in SHYG in Q4 2024 and held it in 6 quarters. The position peaked at $1.56K in Q3 2025. 573 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Medallion Wealth Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Medallion Wealth Advisors sold 36 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.52K.
Medallion Wealth Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2024 and held it in 6 quarters.
Medallion Wealth Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.56K in Q3 2025.
573 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.