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Blue Trust Inc’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Blue Trust Inc’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 		$225K Hold
5,302
– – ﹤0.01% 750
2026
Q1 		$224K Buy
5,302
+5,182
+4,318% +$221K ﹤0.01% 735
2025
Q4 		$5.14K Sell
120
-5,362
-98% -$230K ﹤0.01% 1994
2025
Q3 		$237K Sell
5,482
-133
-2% -$5.73K ﹤0.01% 737
2025
Q2 		$242K Buy
5,615
+3,146
+127% +$133K ﹤0.01% 698
2025
Q1 		$105K Buy
2,469
+29
+1% +$1.24K ﹤0.01% 967
2024
Q4 		$104K Sell
2,440
-16,095
-87% -$692K ﹤0.01% 926
2024
Q3 		$782K Buy
18,535
+1,093
+6% +$46.7K 0.01% 331
2024
Q2 		$742K Buy
17,442
+4,252
+32% +$179K 0.01% 268
2024
Q1 		$561K Buy
13,190
+3,781
+40% +$160K 0.01% 260
2023
Q4 		$386K Buy
9,409
+5,145
+121% +$212K 0.01% 291
2023
Q3 		$177K Buy
4,264
+2,633
+161% +$109K ﹤0.01% 466
2023
Q2 		$68K Sell
1,631
-242,169
-99% -$9.98M ﹤0.01% 600
2023
Q1 		$9.97M Buy
243,800
+192,450
+375% +$7.97M 0.16% 49
2022
Q4 		$2.05M Buy
51,350
+14,420
+39% +$590K 0.04% 111
2022
Q3 		$1.5M Buy
36,930
+16,532
+81% +$683K 0.03% 117
2022
Q2 		$897K Buy
+20,398
New +$863K 0.01% 145

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Blue Trust Inc's SHYG Position: Q2 2026 in Review

Blue Trust Inc held its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) position steady in Q2 2026 at 5,302 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #750.

Blue Trust Inc first reported a position in SHYG in Q2 2022 and has held it in 17 quarters since. The position peaked at $9.97M in Q1 2023. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Blue Trust Inc held 5,302 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $225K as of Q2 2026.
  • Blue Trust Inc left its iShares 0-5 Year High Yield Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #750 holding.
  • Blue Trust Inc 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.
  • Blue Trust Inc's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $9.97M in Q1 2023.
  • 569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.