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

Mission Wealth 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	-4,861	Closed	-$208K	–	769
2025 Q4	$208K	Sell	4,861 -4,779	-50%	-$205K	﹤0.01%	693
2025 Q3	$417K	Sell	9,640 -8,445	-47%	-$364K	0.01%	528
2025 Q2	$780K	Sell	18,085 -5,682	-24%	-$240K	0.02%	372
2025 Q1	$1.01M	Buy	+23,767	New	+$1.02M	0.02%	299

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

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mission Wealth Management's SHYG Position: Q1 2026 in Review

Mission Wealth Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2026, closing a stake of 4,861 shares — an estimated $208K sold.

Mission Wealth Management first reported a position in SHYG in Q1 2025 and held it in 4 quarters. The position peaked at $1.01M in Q1 2025. 555 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

Mission Wealth Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Mission Wealth Management sold 4,861 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $208K.
Mission Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2025 and held it in 4 quarters.
Mission Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.01M in Q1 2025.
555 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.