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

Idaho Trust Bank’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	$488K	Sell	11,518 -3,346	-23%	-$142K	0.14%	71
2026 Q1	$629K	Sell	14,864 -1,356	-8%	-$57.9K	0.2%	63
2025 Q4	$695K	Sell	16,220 -1,586	-9%	-$68.1K	0.23%	64
2025 Q3	$771K	Sell	17,806 -14,039	-44%	-$604K	0.26%	58
2025 Q2	$1.37M	Sell	31,845 -841	-3%	-$35.6K	0.49%	49
2025 Q1	$1.39M	Buy	+32,686	New	+$1.4M	0.57%	49

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

Idaho Trust Bank's SHYG Position: Q2 2026 in Review

Idaho Trust Bank reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 23% in Q2 2026, selling an estimated $142K and leaving 11,518 shares worth $488K. The position accounts for 0.14% of the portfolio, ranked #71.

Idaho Trust Bank first reported a position in SHYG in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.39M in Q1 2025. 568 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Idaho Trust Bank held 11,518 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $488K as of Q2 2026.
Idaho Trust Bank sold 3,346 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $142K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.14% of Idaho Trust Bank's portfolio in Q2 2026, its #71 holding.
Idaho Trust Bank first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
Idaho Trust Bank's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.39M in Q1 2025.
568 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Idaho Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.