Sumitomo Mitsui Trust Group
SHYG icon

Sumitomo Mitsui Trust Group’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Sumitomo Mitsui Trust Group’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
Q3 		$2.47M Sell
59,813
-991
-2% -$41.7K ﹤0.01% 767
2026
Q2 		$2.58M Sell
60,804
-2,340
-4% -$99.3K ﹤0.01% 790
2026
Q1 		$2.67M Sell
63,144
-4,093
-6% -$175K ﹤0.01% 761
2025
Q4 		$2.88M Sell
67,237
-5,772
-8% -$248K ﹤0.01% 768
2025
Q3 		$3.16M Sell
73,009
-4,491
-6% -$193K ﹤0.01% 765
2025
Q2 		$3.34M Buy
77,500
+1,650
+2% +$69.8K ﹤0.01% 754
2025
Q1 		$3.23M Buy
75,850
+1,363
+2% +$58.5K ﹤0.01% 764
2024
Q4 		$3.17M Sell
74,487
-14,127
-16% -$607K ﹤0.01% 781
2024
Q3 		$3.85M Buy
88,614
+5,852
+7% +$250K ﹤0.01% 777
2024
Q2 		$3.49M Sell
82,762
-8,197
-9% -$345K ﹤0.01% 775
2024
Q1 		$3.87M Sell
90,959
-9,134
-9% -$387K ﹤0.01% 837
2023
Q4 		$4.23M Buy
100,093
+91
+0.1% +$3.75K ﹤0.01% 831
2023
Q3 		$4.1M Sell
100,002
-9,530
-9% -$394K ﹤0.01% 847
2023
Q2 		$4.54M Sell
109,532
-10,345
-9% -$426K ﹤0.01% 841
2023
Q1 		$5M Sell
119,877
-3,464
-3% -$143K ﹤0.01% 833
2022
Q4 		$5.04M Buy
123,341
+6,634
+6% +$271K ﹤0.01% 842
2022
Q3 		$4.66M Sell
116,707
-13,012
-10% -$538K ﹤0.01% 849
2022
Q2 		$5.26M Sell
129,719
-27,576
-18% -$1.17M ﹤0.01% 863
2022
Q1 		$6.92M Sell
157,295
-6,622
-4% -$293K ﹤0.01% 828
2021
Q4 		$7.42M Sell
163,917
-11,145
-6% -$505K ﹤0.01% 801
2021
Q3 		$8M Hold
175,062
– – 0.01% 797
2021
Q2 		$8.06M Sell
175,062
-3,526
-2% -$162K ﹤0.01% 809
2021
Q1 		$8.18M Sell
178,588
-19,454
-10% -$886K 0.01% 800
2020
Q4 		$9M Buy
198,042
+30,449
+18% +$1.36M 0.01% 786
2020
Q3 		$7.37M Buy
167,593
+69,533
+71% +$3.06M 0.01% 787
2020
Q2 		$4.19M Buy
+98,060
New +$4.14M ﹤0.01% 808
2020
Q1 		– Sell
-111,394
Closed -$5.17M – 1138
2019
Q4 		$5.17M Buy
111,394
+88,489
+386% +$4.09M ﹤0.01% 795
2019
Q3 		$1.06M Buy
+22,905
New +$1.06M ﹤0.01% 940

Other funds holding SHYG

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Arch Capital Group
Arch Capital Group Pembroke, Bermuda $288M AUM 1.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Sumitomo Mitsui Trust Group's SHYG Position: Q3 2026 in Review

Sumitomo Mitsui Trust Group reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 1.6% in Q3 2026, selling an estimated $41.7K and leaving 59,813 shares worth $2.47M. The position accounts for ﹤0.01% of the portfolio, ranked #767.

Sumitomo Mitsui Trust Group first reported a position in SHYG in Q3 2019 and has held it in 28 quarters since. The position peaked at $9M in Q4 2020. 372 funds tracked by Wall St. Rank hold SHYG as of Q3 2026.

  • Sumitomo Mitsui Trust Group held 59,813 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $2.47M as of Q3 2026.
  • Sumitomo Mitsui Trust Group sold 991 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2026, an estimated $41.7K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q3 2026, its #767 holding.
  • Sumitomo Mitsui Trust Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2019 and has held it in 28 quarters since.
  • Sumitomo Mitsui Trust Group's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $9M in Q4 2020.
  • 372 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q3 2026, filed 29 Oct 2026.