Mosley Wealth Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Mosley Wealth Management’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	$113K	Sell	2,665 -2,893	-52%	-$123K	0.04%	187
2026 Q1	$241K	Buy	5,558 +9	+0.2%	+$384	0.11%	137
2025 Q4	$239K	Buy	+5,549	New	+$238K	0.11%	145

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

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

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Mosley Wealth Management's SHYG Position: Q2 2026 in Review

Mosley Wealth Management reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 52% in Q2 2026, selling an estimated $123K and leaving 2,665 shares worth $113K. The position accounts for 0.04% of the portfolio, ranked #187.

Mosley Wealth Management first reported a position in SHYG in Q4 2025 and has held it in 3 quarters since. The position peaked at $241K in Q1 2026. 354 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Mosley Wealth Management held 2,665 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $113K as of Q2 2026.
Mosley Wealth Management sold 2,893 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $123K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.04% of Mosley Wealth Management's portfolio in Q2 2026, its #187 holding.
Mosley Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
Mosley Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $241K in Q1 2026.
354 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.