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Members Advisory Group’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Members Advisory Group’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
2025
Q4 		– Sell
-243,207
Closed -$10.5M – 43
2025
Q3 		$10.5M Buy
243,207
+1,395
+0.6% +$60.1K 3.72% 10
2025
Q2 		$10.4M Sell
241,812
-309
-0.1% -$13.1K 3.92% 9
2025
Q1 		$10.3M Buy
242,121
+8,608
+4% +$369K 4.3% 9
2024
Q4 		$9.95M Buy
233,513
+220,771
+1,733% +$9.49M 4.08% 8
2024
Q3 		$553K Buy
+12,742
New +$545K 0.28% 25

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
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Members Advisory Group's SHYG Position: Q4 2025 in Review

Members Advisory Group sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2025, closing a stake of 243,207 shares — an estimated $10.5M sold.

Members Advisory Group first reported a position in SHYG in Q3 2024 and held it in 5 quarters. The position peaked at $10.5M in Q3 2025. 582 funds tracked by Wall St. Rank hold SHYG as of Q4 2025.

  • Members Advisory Group reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Members Advisory Group sold 243,207 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2025, an estimated $10.5M.
  • Members Advisory Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2024 and held it in 5 quarters.
  • Members Advisory Group's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $10.5M in Q3 2025.
  • 582 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2025.

Based on Members Advisory Group's 13F filing for Q4 2025, filed 27 Jan 2026.