Atlas Private Wealth Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Atlas Private Wealth Advisors’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
2021 Q2	–	Sell	-1,000	Closed	-$46K	–	923
2021 Q1	$46K	Hold	1,000	–	–	0.03%	241
2020 Q4	$45K	Hold	1,000	–	–	0.03%	230
2020 Q3	$44K	Hold	1,000	–	–	0.04%	219
2020 Q2	$43K	Buy	+1,000	New	+$42.2K	0.04%	225

Other funds holding SHYG

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MAM

Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

Atlas Private Wealth Advisors's SHYG Position: Q2 2021 in Review

Atlas Private Wealth Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2021, closing a stake of 1,000 shares — an estimated $46K sold.

Atlas Private Wealth Advisors first reported a position in SHYG in Q2 2020 and held it in 4 quarters. The position peaked at $46K in Q1 2021. 401 funds tracked by Wall St. Rank hold SHYG as of Q2 2021.

Atlas Private Wealth Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 1,000 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2021, an estimated $46K.
Atlas Private Wealth Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2020 and held it in 4 quarters.
Atlas Private Wealth Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $46K in Q1 2021.
401 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.