MJP Associates’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

MJP Associates’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	$267K	Hold	6,319	–	–	0.03%	179
2025 Q4	$271K	Hold	6,319	–	–	0.03%	203
2025 Q3	$274K	Buy	6,319 +1,102	+21%	+$47.4K	0.04%	205
2025 Q2	$225K	Hold	5,217	–	–	0.03%	204
2025 Q1	$222K	Hold	5,217	–	–	0.04%	202
2024 Q4	$222K	Hold	5,217	–	–	0.04%	211
2024 Q3	$227K	Sell	5,217 -450	-8%	-$19.2K	0.04%	190
2024 Q2	$239K	Hold	5,667	–	–	0.05%	198
2024 Q1	$241K	Buy	+5,667	New	+$240K	0.05%	203
2023 Q4	–	Sell	-5,292	Closed	-$217K	–	199
2023 Q3	$217K	Hold	5,292	–	–	0.06%	150
2023 Q2	$219K	Buy	+5,292	New	+$218K	0.07%	138

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

MJP Associates's SHYG Position: Q1 2026 in Review

MJP Associates held its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) position steady in Q1 2026 at 6,319 shares worth $267K. The position accounts for 0.03% of the portfolio, ranked #179.

MJP Associates first reported a position in SHYG in Q2 2023 and has held it in 11 quarters since. The position peaked at $274K in Q3 2025. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

MJP Associates held 6,319 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $267K as of Q1 2026.
MJP Associates 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 0.03% of MJP Associates's portfolio in Q1 2026, its #179 holding.
MJP Associates first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2023 and has held it in 11 quarters since.
MJP Associates's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $274K 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 MJP Associates's 13F filing for Q1 2026, filed 5 May 2026.