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

Whittier 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
Q2 		$111K Buy
2,629
+669
+34% +$28.4K ﹤0.01% 728
2026
Q1 		$82.8K Sell
1,960
-553
-22% -$23.6K ﹤0.01% 752
2025
Q4 		$108K Hold
2,513
– – ﹤0.01% 722
2025
Q3 		$108K Hold
2,513
– – ﹤0.01% 706
2025
Q2 		$108K Hold
2,513
– – ﹤0.01% 773
2025
Q1 		$107K Hold
2,513
– – ﹤0.01% 767
2024
Q4 		$107K Sell
2,513
-65
-3% -$2.79K ﹤0.01% 778
2024
Q3 		$112K Hold
2,578
– – ﹤0.01% 765
2024
Q2 		$109K Buy
2,578
+553
+27% +$23.3K ﹤0.01% 757
2024
Q1 		$86.1K Sell
2,025
-4,892
-71% -$207K ﹤0.01% 817
2023
Q4 		$292K Buy
6,917
+3,267
+90% +$135K ﹤0.01% 573
2023
Q3 		$150K Hold
3,650
– – ﹤0.01% 683
2023
Q2 		$151K Hold
3,650
– – ﹤0.01% 687
2023
Q1 		$152K Sell
3,650
-849
-19% -$35.2K ﹤0.01% 711
2022
Q4 		$184K Hold
4,499
– – ﹤0.01% 669
2022
Q3 		$180K Sell
4,499
-35
-0.8% -$1.45K ﹤0.01% 660
2022
Q2 		$184K Sell
4,534
-146,965
-97% -$6.22M ﹤0.01% 660
2022
Q1 		$6.66M Sell
151,499
-3,310
-2% -$147K 0.11% 165
2021
Q4 		$7.01M Buy
154,809
+10,834
+8% +$491K 0.11% 164
2021
Q3 		$6.58M Sell
143,975
-10,000
-6% -$457K 0.12% 159
2021
Q2 		$7.09M Sell
153,975
-500
-0.3% -$22.9K 0.13% 153
2021
Q1 		$7.08M Sell
154,475
-4,350
-3% -$198K 0.14% 147
2020
Q4 		$7.22M Sell
158,825
-775
-0.5% -$34.6K 0.15% 132
2020
Q3 		$7.01M Buy
159,600
+43,050
+37% +$1.89M 0.17% 127
2020
Q2 		$5M Buy
+116,550
New +$4.92M 0.14% 144

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Whittier Trust's SHYG Position: Q2 2026 in Review

Whittier Trust increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 34% in Q2 2026, buying an estimated $28.4K and bringing the position to 2,629 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #728.

Whittier Trust first reported a position in SHYG in Q2 2020 and has held it in 25 quarters since. The position peaked at $7.22M in Q4 2020. 571 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Whittier Trust held 2,629 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $111K as of Q2 2026.
  • Whittier Trust bought 669 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $28.4K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #728 holding.
  • Whittier Trust first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2020 and has held it in 25 quarters since.
  • Whittier Trust's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $7.22M in Q4 2020.
  • 571 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.