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

First National Trust’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	$749K	Sell	17,714 -9,073	-34%	-$387K	0.03%	273
2025 Q4	$1.15M	Buy	26,787 +8,627	+48%	+$370K	0.04%	233
2025 Q3	$786K	Buy	18,160 +2,315	+15%	+$99.7K	0.03%	264
2025 Q2	$684K	Buy	15,845 +2,350	+17%	+$99.4K	0.03%	264
2025 Q1	$574K	Hold	13,495	–	–	0.02%	271
2024 Q4	$575K	Buy	13,495 +4,650	+53%	+$200K	0.02%	274
2024 Q3	$384K	Buy	8,845 +2,332	+36%	+$99.7K	0.01%	310
2024 Q2	$275K	Buy	+6,513	New	+$274K	0.01%	338

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First National Trust's SHYG Position: Q1 2026 in Review

First National Trust reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 34% in Q1 2026, selling an estimated $387K and leaving 17,714 shares worth $749K. The position accounts for 0.03% of the portfolio, ranked #273.

First National Trust first reported a position in SHYG in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.15M in Q4 2025. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

First National Trust held 17,714 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $749K as of Q1 2026.
First National Trust sold 9,073 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $387K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.03% of First National Trust's portfolio in Q1 2026, its #273 holding.
First National Trust first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2024 and has held it in 8 quarters since.
First National Trust's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.15M in Q4 2025.
553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on First National Trust's 13F filing for Q1 2026, filed 7 May 2026.