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Adams Wealth Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Adams Wealth Management’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
Q4 		– Sell
-905
Closed -$40K – 289
2020
Q3 		$40K Buy
+905
New +$39.8K 0.03% 115
2020
Q1 		– Sell
-55,731
Closed -$2.59M – 94
2019
Q4 		$2.59M Buy
+55,731
New +$2.58M 2.18% 11

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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Adams Wealth Management's SHYG Position: Q4 2020 in Review

Adams Wealth Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2020, closing a stake of 905 shares — an estimated $40K sold.

Adams Wealth Management first reported a position in SHYG in Q4 2019 and held it in 2 quarters. The position peaked at $2.59M in Q4 2019. 441 funds tracked by Wall St. Rank hold SHYG as of Q4 2020.

  • Adams Wealth Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Adams Wealth Management sold 905 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2020, an estimated $40K.
  • Adams Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2019 and held it in 2 quarters.
  • Adams Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $2.59M in Q4 2019.
  • 441 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2020.

Based on Adams Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.