AIS
SHYG icon

Accurate Investment Solutions’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Accurate Investment Solutions’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
2020
Q2 		– Sell
-4,384
Closed -$179K – 317
2020
Q1 		$179K Buy
+4,384
New +$196K 0.15% 97
2018
Q3 		– Sell
-30
Closed -$1K – 496
2018
Q2 		$1K Hold
30
– – ﹤0.01% 483
2018
Q1 		$1K Hold
30
– – ﹤0.01% 463
2017
Q4 		$1K Hold
30
– – ﹤0.01% 463
2017
Q3 		$1K Buy
+30
New +$1.43K ﹤0.01% 471

Other funds holding SHYG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Accurate Investment Solutions's SHYG Position: Q2 2020 in Review

Accurate Investment Solutions sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2020, closing a stake of 4,384 shares — an estimated $179K sold.

Accurate Investment Solutions first reported a position in SHYG in Q3 2017 and held it in 5 quarters. The position peaked at $179K in Q1 2020. 369 funds tracked by Wall St. Rank hold SHYG as of Q2 2020.

  • Accurate Investment Solutions reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Accurate Investment Solutions sold 4,384 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2020, an estimated $179K.
  • Accurate Investment Solutions first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2017 and held it in 5 quarters.
  • Accurate Investment Solutions's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $179K in Q1 2020.
  • 369 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2020.

Based on Accurate Investment Solutions's 13F filing for Q2 2020.