MJT & Associates Financial Advisory’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

MJT & Associates Financial Advisory’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	$594	Sell	14 -1	-7%	-$42	﹤0.01%	433
2026 Q1	$635	Hold	15	–	–	﹤0.01%	412
2025 Q4	$644	Hold	15	–	–	﹤0.01%	416
2025 Q3	$650	Sell	15 -90	-86%	-$3.88K	﹤0.01%	428
2025 Q2	$4.53K	Hold	105	–	–	0.01%	317
2025 Q1	$4.46K	Buy	+105	New	+$4.5K	﹤0.01%	314

Other funds holding SHYG

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

MGIA

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Freestate Advisors Overland Park, Kansas $134M AUM 12.57% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

PWG

Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

MJT & Associates Financial Advisory's SHYG Position: Q2 2026 in Review

MJT & Associates Financial Advisory reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 6.7% in Q2 2026, selling an estimated $42 and leaving 14 shares worth $594. The position accounts for ﹤0.01% of the portfolio, ranked #433.

MJT & Associates Financial Advisory first reported a position in SHYG in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.53K in Q2 2025. 83 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

MJT & Associates Financial Advisory held 14 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $594 as of Q2 2026.
MJT & Associates Financial Advisory sold 1 iShares 0-5 Year High Yield Corporate Bond ETF share in Q2 2026, an estimated $42.
iShares 0-5 Year High Yield Corporate Bond ETF made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #433 holding.
MJT & Associates Financial Advisory first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
MJT & Associates Financial Advisory's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $4.53K in Q2 2025.
83 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.