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

Blankinship & Foster’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	$930K	Buy	21,940 +251	+1%	+$10.6K	0.19%	36
2026 Q1	$918K	Buy	21,689 +162	+0.8%	+$6.92K	0.2%	35
2025 Q4	$923K	Buy	21,527 +319	+2%	+$13.7K	0.2%	34
2025 Q3	$918K	Sell	21,208 -2,084	-9%	-$89.7K	0.2%	33
2025 Q2	$1M	Buy	23,292 +286	+1%	+$12.1K	0.24%	33
2025 Q1	$978K	Buy	23,006 +182	+0.8%	+$7.81K	0.25%	33
2024 Q4	$973K	Buy	22,824 +356	+2%	+$15.3K	0.24%	32
2024 Q3	$976K	Buy	22,468 +258	+1%	+$11K	0.24%	32
2024 Q2	$937K	Sell	22,210 -2,562	-10%	-$108K	0.24%	30
2024 Q1	$1.05M	Buy	24,772 +186	+0.8%	+$7.87K	0.28%	29
2023 Q4	$1.04M	Sell	24,586 -6,997	-22%	-$289K	0.3%	29
2023 Q3	$1.3M	Buy	31,583 +333	+1%	+$13.8K	0.43%	22
2023 Q2	$1.3M	Buy	31,250 +352	+1%	+$14.5K	0.42%	25
2023 Q1	$1.29M	Sell	30,898 -76,735	-71%	-$3.18M	0.56%	23
2022 Q4	$4.4M	Buy	107,633 +14,910	+16%	+$610K	1.91%	13
2022 Q3	$3.7M	Buy	92,723 +77,744	+519%	+$3.21M	1.8%	11
2022 Q2	$607K	Buy	+14,979	New	+$634K	0.28%	33

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

Blankinship & Foster's SHYG Position: Q2 2026 in Review

Blankinship & Foster increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 1.2% in Q2 2026, buying an estimated $10.6K and bringing the position to 21,940 shares worth $930K. The position accounts for 0.19% of the portfolio, ranked #36.

Blankinship & Foster first reported a position in SHYG in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.4M in Q4 2022. 573 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Blankinship & Foster held 21,940 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $930K as of Q2 2026.
Blankinship & Foster bought 251 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $10.6K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.19% of Blankinship & Foster's portfolio in Q2 2026, its #36 holding.
Blankinship & Foster first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2022 and has held it in 17 quarters since.
Blankinship & Foster's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $4.4M in Q4 2022.
573 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Blankinship & Foster's 13F filing for Q2 2026, filed 31 Jul 2026.