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SHYG icon

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
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Blankinship & Foster's SHYG Position: Q1 2026 in Review

Blankinship & Foster increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 0.75% in Q1 2026, buying an estimated $6.92K and bringing the position to 21,689 shares worth $918K. The position accounts for 0.2% of the portfolio, ranked #35.

Blankinship & Foster first reported a position in SHYG in Q2 2022 and has held it in 16 quarters since. The position peaked at $4.4M in Q4 2022. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

  • Blankinship & Foster held 21,689 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $918K as of Q1 2026.
  • Blankinship & Foster bought 162 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $6.92K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.2% of Blankinship & Foster's portfolio in Q1 2026, its #35 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 16 quarters since.
  • Blankinship & Foster's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $4.4M in Q4 2022.
  • 553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Blankinship & Foster's 13F filing for Q1 2026, filed 17 Apr 2026.