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Mendel Capital Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Mendel Capital Management’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 		$710K Buy
16,738
+116
+0.7% +$4.92K 0.32% 53
2026
Q1 		$703K Buy
+16,622
New +$710K 0.35% 55
2025
Q3 		$711K Buy
16,428
+1,139
+7% +$49K 0.37% 54
2025
Q2 		$660K Sell
15,289
-440
-3% -$18.6K 0.38% 55
2025
Q1 		$669K Buy
15,729
+455
+3% +$19.5K 0.4% 54
2024
Q4 		$651K Buy
15,274
+86
+0.6% +$3.7K 0.39% 52
2024
Q3 		$659K Buy
15,188
+490
+3% +$20.9K 0.4% 53
2024
Q2 		$620K Sell
14,698
-225
-2% -$9.47K 0.4% 53
2024
Q1 		$635K Buy
14,923
+44
+0.3% +$1.86K 0.42% 52
2023
Q4 		$628K Buy
14,879
+1,022
+7% +$42.1K 0.45% 49
2023
Q3 		$569K Buy
13,857
+2,289
+20% +$94.5K 0.47% 50
2023
Q2 		$479K Buy
11,568
+6,074
+111% +$250K 0.38% 54
2023
Q1 		$229K Buy
+5,494
New +$227K 0.21% 76

Other funds holding SHYG

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Mendel Capital Management's SHYG Position: Q2 2026 in Review

Mendel Capital Management increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 0.7% in Q2 2026, buying an estimated $4.92K and bringing the position to 16,738 shares worth $710K. The position accounts for 0.32% of the portfolio, ranked #53.

Mendel Capital Management first reported a position in SHYG in Q1 2023 and has held it in 13 quarters since. The position peaked at $711K in Q3 2025. 251 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Mendel Capital Management held 16,738 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $710K as of Q2 2026.
  • Mendel Capital Management bought 116 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $4.92K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.32% of Mendel Capital Management's portfolio in Q2 2026, its #53 holding.
  • Mendel Capital Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • Mendel Capital Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $711K in Q3 2025.
  • 251 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Mendel Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.