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

Montag & 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 Q2	$18.9K	Buy	+445	New	+$18.9K	﹤0.01%	693

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

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

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

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

Montag & Associates's SHYG Position: Q2 2026 in Review

Montag & Associates opened a new position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2026: 445 shares worth $18.9K. The stake represents ﹤0.01% of the portfolio and ranks #693 among its holdings.

569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Montag & Associates held 445 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $18.9K as of Q2 2026.
iShares 0-5 Year High Yield Corporate Bond ETF was a new Montag & Associates position in Q2 2026.
iShares 0-5 Year High Yield Corporate Bond ETF made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #693 holding.
569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.