MRA Advisory Group’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

MRA Advisory Group’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	$351K	Buy	8,516 +46	+0.5%	+$1.93K	0.13%	101
2026 Q2	$359K	Buy	8,470 +16	+0.2%	+$679	0.13%	101
2026 Q1	$358K	Buy	8,454 +30	+0.4%	+$1.28K	0.15%	88
2025 Q4	$361K	Buy	8,424 +59	+0.7%	+$2.53K	0.15%	83
2025 Q3	$362K	Sell	8,365 -600	-7%	-$25.8K	0.16%	84
2025 Q2	$387K	Sell	8,965 -248	-3%	-$10.5K	0.18%	81
2025 Q1	$392K	Buy	9,213 +1	+0%	+$43	0.21%	69
2024 Q4	$393K	Buy	9,212 +90	+1%	+$3.87K	0.21%	62
2024 Q3	$396K	Sell	9,122 -26	-0.3%	-$1.11K	0.22%	61
2024 Q2	$386K	Sell	9,148 -366	-4%	-$15.4K	0.22%	54
2024 Q1	$405K	Sell	9,514 -19,513	-67%	-$826K	0.24%	54
2023 Q4	$1.23M	Sell	29,027 -87,905	-75%	-$3.63M	0.81%	22
2023 Q3	$4.8M	Sell	116,932 -15,247	-12%	-$630K	3.42%	4
2023 Q2	$5.48M	Buy	132,179 +25,189	+24%	+$1.04M	3.77%	5
2023 Q1	$4.46M	Buy	106,990 +6,422	+6%	+$266K	3.22%	9
2022 Q4	$4.11M	Sell	100,568 -3,775	-4%	-$154K	3.23%	9
2022 Q3	$4.15M	Buy	104,343 +42,666	+69%	+$1.76M	3.54%	6
2022 Q2	$2.5M	Sell	61,677 -172	-0.3%	-$7.28K	2.19%	19
2022 Q1	$2.72M	Buy	61,849 +7,620	+14%	+$337K	2.06%	17
2021 Q4	$2.46M	Sell	54,229 -5,197	-9%	-$236K	1.9%	21
2021 Q3	$2.72M	Buy	59,426 +51,665	+666%	+$2.36M	2.31%	15
2021 Q2	$357K	Buy	7,761 +227	+3%	+$10.4K	0.31%	72
2021 Q1	$345K	Buy	7,534 +669	+10%	+$30.5K	0.32%	66
2020 Q4	$312K	Buy	+6,865	New	+$307K	0.31%	69

Other funds holding SHYG

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

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

GWM

Gibbs Wealth Management Alpharetta, Georgia $955M AUM 18.67% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

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

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

MRA Advisory Group's SHYG Position: Q3 2026 in Review

MRA Advisory Group increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 0.54% in Q3 2026, buying an estimated $1.93K and bringing the position to 8,516 shares worth $351K. The position accounts for 0.13% of the portfolio, ranked #101.

MRA Advisory Group first reported a position in SHYG in Q4 2020 and has held it in 24 quarters since. The position peaked at $5.48M in Q2 2023. 200 funds tracked by Wall St. Rank hold SHYG as of Q3 2026.

MRA Advisory Group held 8,516 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $351K as of Q3 2026.
MRA Advisory Group bought 46 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2026, an estimated $1.93K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.13% of MRA Advisory Group's portfolio in Q3 2026, its #101 holding.
MRA Advisory Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2020 and has held it in 24 quarters since.
MRA Advisory Group's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $5.48M in Q2 2023.
200 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2026.

Based on MRA Advisory Group's 13F filing for Q3 2026, filed 7 Oct 2026.