Loomis, Sayles & Company
SHYG icon

Loomis, Sayles & Company’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Loomis, Sayles & Company’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 		$6.53M Sell
154,258
-311,742
-67% -$13.3M 0.01% 396
2025
Q4 		$20M Buy
466,000
+84,500
+22% +$3.63M 0.02% 234
2025
Q3 		$16.5M Buy
+381,500
New +$16.4M 0.02% 267

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $38.5B AUM 18.4% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Loomis, Sayles & Company's SHYG Position: Q1 2026 in Review

Loomis, Sayles & Company reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 67% in Q1 2026, selling an estimated $13.3M and leaving 154,258 shares worth $6.53M. The position accounts for 0.01% of the portfolio, ranked #396.

Loomis, Sayles & Company first reported a position in SHYG in Q3 2025 and has held it in 3 quarters since. The position peaked at $20M in Q4 2025. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

  • Loomis, Sayles & Company held 154,258 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $6.53M as of Q1 2026.
  • Loomis, Sayles & Company sold 311,742 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $13.3M.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.01% of Loomis, Sayles & Company's portfolio in Q1 2026, its #396 holding.
  • Loomis, Sayles & Company first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Loomis, Sayles & Company's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $20M 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 Loomis, Sayles & Company's 13F filing for Q1 2026, filed 14 May 2026.