MMBG Investment Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

MMBG Investment Advisors’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	$708K	Buy	16,703 +70	+0.4%	+$2.97K	0.06%	120
2026 Q1	$704K	Sell	16,633 -4,058	-20%	-$173K	0.06%	118
2025 Q4	$887K	Buy	20,691 +2,105	+11%	+$90.3K	0.07%	106
2025 Q3	$805K	Buy	18,586 +746	+4%	+$32.1K	0.07%	115
2025 Q2	$770K	Buy	17,840 +2,972	+20%	+$126K	0.08%	115
2025 Q1	$632K	Sell	14,868 -1,480	-9%	-$63.5K	0.07%	116
2024 Q4	$697K	Hold	16,348	–	–	0.07%	108
2024 Q3	$710K	Hold	16,348	–	–	0.07%	104
2024 Q2	$690K	Hold	16,348	–	–	0.07%	101
2024 Q1	$692K	Hold	16,348	–	–	0.07%	106
2023 Q4	$690K	Hold	16,348	–	–	0.08%	102
2023 Q3	$671K	Hold	16,348	–	–	0.08%	99
2023 Q2	$676K	Hold	16,348	–	–	0.08%	101
2023 Q1	$681K	Buy	16,348 +3,180	+24%	+$132K	0.09%	100
2022 Q4	$538K	Hold	13,168	–	–	0.07%	112
2022 Q3	$526K	Hold	13,168	–	–	0.07%	114
2022 Q2	$534K	Hold	13,168	–	–	0.07%	112
2022 Q1	$579K	Sell	13,168 -13,334	-50%	-$590K	0.06%	113
2021 Q4	$1.2M	Buy	+26,502	New	+$1.2M	0.12%	87

Other funds holding SHYG

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ACG

Arch Capital Group Pembroke, Bermuda $291M AUM 0.79% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

MMBG Investment Advisors's SHYG Position: Q2 2026 in Review

MMBG Investment Advisors increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 0.42% in Q2 2026, buying an estimated $2.97K and bringing the position to 16,703 shares worth $708K. The position accounts for 0.06% of the portfolio, ranked #120.

MMBG Investment Advisors first reported a position in SHYG in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.2M in Q4 2021. 412 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

MMBG Investment Advisors held 16,703 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $708K as of Q2 2026.
MMBG Investment Advisors bought 70 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $2.97K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.06% of MMBG Investment Advisors's portfolio in Q2 2026, its #120 holding.
MMBG Investment Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
MMBG Investment Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.2M in Q4 2021.
412 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on MMBG Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.