Baltimore-Washington Financial Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-4,674
Closed -$212K 127
2020
Q4
$212K Buy
+4,674
New +$209K 0.02% 120

Other funds holding SHYG

Baltimore-Washington Financial Advisors's SHYG Position: Q1 2021 in Review

Baltimore-Washington Financial Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2021, closing a stake of 4,674 shares — an estimated $212K sold.

Baltimore-Washington Financial Advisors first reported a position in SHYG in Q4 2020 and held it in 1 quarter. The position peaked at $212K in Q4 2020. 407 funds tracked by Wall St. Rank hold SHYG as of Q1 2021.

  • Baltimore-Washington Financial Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 4,674 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2021, an estimated $212K.
  • Baltimore-Washington Financial Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2020 and held it in 1 quarter.
  • Baltimore-Washington Financial Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $212K in Q4 2020.
  • 407 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2021.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q1 2021, filed 6 May 2021.