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

MidAtlantic 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 Q1	–	Sell	-1,319	Closed	-$56.6K	–	196
2025 Q4	$56.6K	Buy	+1,319	New	+$56.6K	0.04%	134
2025 Q1	–	Sell	-1,288	Closed	-$54.9K	–	199
2024 Q4	$54.9K	Buy	1,288 +33	+3%	+$1.42K	0.04%	130
2024 Q3	$54.5K	Buy	1,255 +478	+62%	+$20.4K	0.04%	126
2024 Q2	$32.8K	Hold	777	–	–	0.03%	147
2024 Q1	$33.1K	Sell	777 -1,100	-59%	-$46.6K	0.03%	149
2023 Q4	$79.2K	Buy	+1,877	New	+$77.4K	0.08%	106

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

MidAtlantic Capital Management's SHYG Position: Q1 2026 in Review

MidAtlantic Capital Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2026, closing a stake of 1,319 shares — an estimated $56.6K sold.

MidAtlantic Capital Management first reported a position in SHYG in Q4 2023 and held it in 6 quarters. The position peaked at $79.2K in Q4 2023. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

MidAtlantic Capital Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
MidAtlantic Capital Management sold 1,319 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $56.6K.
MidAtlantic Capital Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2023 and held it in 6 quarters.
MidAtlantic Capital Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $79.2K in Q4 2023.
553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on MidAtlantic Capital Management's 13F filing for Q1 2026, filed 8 May 2026.