Edmond de Rothschild Holding’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Edmond de Rothschild Holding’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	$15.5K	Hold	365	–	–	﹤0.01%	570
2026 Q1	$15.4K	Hold	365	–	–	﹤0.01%	493
2025 Q4	$15.6K	Hold	365	–	–	﹤0.01%	521
2025 Q3	$15.8K	Hold	365	–	–	﹤0.01%	520
2025 Q2	$15.7K	Sell	365 -330	-47%	-$14K	﹤0.01%	512
2025 Q1	$29.6K	Sell	695 -100	-13%	-$4.29K	﹤0.01%	489
2024 Q4	$33.9K	Hold	795	–	–	﹤0.01%	522
2024 Q3	$34.5K	Hold	795	–	–	﹤0.01%	553
2024 Q2	$33.5K	Hold	795	–	–	﹤0.01%	584
2024 Q1	$33.8K	Hold	795	–	–	﹤0.01%	596
2023 Q4	$33.6K	Hold	795	–	–	﹤0.01%	605
2023 Q3	$32.6K	Hold	795	–	–	﹤0.01%	601
2023 Q2	$33K	Hold	795	–	–	﹤0.01%	617
2023 Q1	$33.1K	Hold	795	–	–	﹤0.01%	625
2022 Q4	$32.5K	Hold	795	–	–	﹤0.01%	680
2022 Q3	$32K	Hold	795	–	–	﹤0.01%	710
2022 Q2	$32K	Sell	795 -520	-40%	-$22K	﹤0.01%	704
2022 Q1	$58K	Hold	1,315	–	–	﹤0.01%	659
2021 Q4	$60K	Hold	1,315	–	–	﹤0.01%	688
2021 Q3	$60K	Buy	1,315 +520	+65%	+$23.8K	﹤0.01%	676
2021 Q2	$37K	Sell	795 -220	-22%	-$10.1K	﹤0.01%	687
2021 Q1	$46K	Hold	1,015	–	–	﹤0.01%	627
2020 Q4	$46K	Hold	1,015	–	–	﹤0.01%	569
2020 Q3	$45K	Buy	+1,015	New	+$44.6K	﹤0.01%	517

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

Edmond de Rothschild Holding's SHYG Position: Q2 2026 in Review

Edmond de Rothschild Holding held its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) position steady in Q2 2026 at 365 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #570.

Edmond de Rothschild Holding first reported a position in SHYG in Q3 2020 and has held it in 24 quarters since. The position peaked at $60K in Q4 2021. 574 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Edmond de Rothschild Holding held 365 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $15.5K as of Q2 2026.
Edmond de Rothschild Holding 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 Edmond de Rothschild Holding's portfolio in Q2 2026, its #570 holding.
Edmond de Rothschild Holding first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2020 and has held it in 24 quarters since.
Edmond de Rothschild Holding's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $60K in Q4 2021.
574 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2026, filed 10 Aug 2026.