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

National Philanthropic 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
2024
Q1 		– Sell
-4,811
Closed -$203K – 311
2023
Q4 		$203K Buy
+4,811
New +$198K 0.01% 287

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BlackRock
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Commonwealth Equity Services
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

National Philanthropic Trust's SHYG Position: Q1 2024 in Review

National Philanthropic Trust sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2024, closing a stake of 4,811 shares — an estimated $203K sold.

National Philanthropic Trust first reported a position in SHYG in Q4 2023 and held it in 1 quarter. The position peaked at $203K in Q4 2023. 501 funds tracked by Wall St. Rank hold SHYG as of Q1 2024.

  • National Philanthropic Trust reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • National Philanthropic Trust sold 4,811 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2024, an estimated $203K.
  • National Philanthropic Trust first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2023 and held it in 1 quarter.
  • National Philanthropic Trust's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $203K in Q4 2023.
  • 501 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2024.

Based on National Philanthropic Trust's 13F filing for Q1 2024, filed 15 May 2026.