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

Colonial Trust Advisors’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	$73.6K	Hold	1,735	–	–	0.01%	325
2026 Q1	$73.4K	Hold	1,735	–	–	0.01%	306
2025 Q4	$74.4K	Hold	1,735	–	–	0.01%	301
2025 Q3	$75.1K	Sell	1,735 -315	-15%	-$13.6K	0.01%	291
2025 Q2	$88.4K	Sell	2,050 -275	-12%	-$11.6K	0.01%	271
2025 Q1	$98.9K	Hold	2,325	–	–	0.01%	261
2024 Q4	$99.1K	Sell	2,325 -150	-6%	-$6.45K	0.01%	245
2024 Q3	$107K	Hold	2,475	–	–	0.01%	259
2024 Q2	$104K	Sell	2,475 -300	-11%	-$12.6K	0.01%	245
2024 Q1	$118K	Hold	2,775	–	–	0.01%	227
2023 Q4	$117K	Hold	2,775	–	–	0.01%	220
2023 Q3	$114K	Hold	2,775	–	–	0.01%	230
2023 Q2	$115K	Sell	2,775 -100	-3%	-$4.12K	0.01%	234
2023 Q1	$120K	Sell	2,875 -200	-7%	-$8.28K	0.01%	232
2022 Q4	$126K	Hold	3,075	–	–	0.02%	228
2022 Q3	$123K	Buy	+3,075	New	+$127K	0.02%	206
2017 Q3	–	Sell	-5,725	Closed	-$274K	–	142
2017 Q2	$274K	Buy	+5,725	New	+$273K	0.06%	129

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

Colonial Trust Advisors's SHYG Position: Q2 2026 in Review

Colonial Trust Advisors held its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) position steady in Q2 2026 at 1,735 shares worth $73.6K. The position accounts for 0.01% of the portfolio, ranked #325.

Colonial Trust Advisors first reported a position in SHYG in Q2 2017 and has held it in 17 quarters since. The position peaked at $274K in Q2 2017. 571 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Colonial Trust Advisors held 1,735 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $73.6K as of Q2 2026.
Colonial Trust Advisors 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 Colonial Trust Advisors's portfolio in Q2 2026, its #325 holding.
Colonial Trust Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2017 and has held it in 17 quarters since.
Colonial Trust Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $274K in Q2 2017.
571 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.