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 Q3	$578	Hold	14	–	–	﹤0.01%	409
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

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

MGIA

Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return

PAG

Powers Advisory Group Highland, Illinois $330M AUM 11.85% 1-Year Est. Return

Freestate Advisors Overland Park, Kansas $130M AUM 7% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return

MJT & Associates Financial Advisory's SHYG Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) position steady in Q3 2026 at 14 shares worth $578. The position accounts for ﹤0.01% of the portfolio, ranked #409.

MJT & Associates Financial Advisory first reported a position in SHYG in Q1 2025 and has held it in 7 quarters since. The position peaked at $4.53K in Q2 2025. 88 funds tracked by Wall St. Rank hold SHYG as of Q3 2026.

MJT & Associates Financial Advisory held 14 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $578 as of Q3 2026.
MJT & Associates Financial Advisory left its iShares 0-5 Year High Yield Corporate Bond ETF share count unchanged in Q3 2026.
iShares 0-5 Year High Yield Corporate Bond ETF made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #409 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 7 quarters since.
MJT & Associates Financial Advisory's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $4.53K in Q2 2025.
88 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.