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 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 $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Medallion Wealth Advisors's SHYG Position: Q1 2026 in Review

Medallion Wealth Advisors held its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) position steady in Q1 2026 at 36 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #1030.

Medallion Wealth Advisors first reported a position in SHYG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.56K in Q3 2025. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

Medallion Wealth Advisors held 36 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.52K as of Q1 2026.
Medallion Wealth Advisors left its iShares 0-5 Year High Yield Corporate Bond ETF share count unchanged in Q1 2026.
iShares 0-5 Year High Yield Corporate Bond ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #1030 holding.
Medallion Wealth Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.56K in Q3 2025.
553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.