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Ishares Tr 0-5yr hi yl cp shares owned by Loomis, Sayles and

Quarter-by-quarter ownership of Ishares Tr 0-5yr hi yl cp (SHYG) shares owned by Loomis, Sayles and from 13F filings

Historical chart of Loomis, Sayles and investment in Ishares Tr 0-5yr hi yl cp

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All positions including Ishares Tr 0-5yr hi yl cp held by Loomis, Sayles and consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr 0-5yr hi yl cp by Loomis, Sayles and

Quarter filed Position value Share count Share price at filing
2026-06-30 $17M 395k 42.41
2026-03-31 $6.5M 154k 42.31
2025-12-31 $20M 466k 42.87
2025-09-30 $17M 382k 43.30

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The Walt Disney Common (DIS)
Autodesk Common (ADSK)

View all positions for Loomis, Sayles and

Top funds holding Ishares Tr 0-5yr hi yl cp

Royal Bank of Canada
Assetmark
Empower Advisory Group
Morgan Stanley
Japan Science & Technology Agency
BlackRock
LPL Financial
Wealthfront Advisers
Nepc
Bank of America Corporation
Bramshill Investments
Mercer Global Advisors
Commonwealth Equity Services
Envestnet Asset Management
Nomura Asset Management

View all funds holding Ishares Tr 0-5yr hi yl cp