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

Beacon Pointe 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
2019
Q4 		$218K Buy
+4,688
New +$217K 0.04% 248

Other funds holding SHYG

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
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Beacon Pointe Wealth Advisors's SHYG Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors opened a new position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2019: 4,688 shares worth $218K. The stake represents 0.04% of the portfolio and ranks #248 among its holdings.

294 funds tracked by Wall St. Rank hold SHYG as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 4,688 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $218K as of Q4 2019.
  • iShares 0-5 Year High Yield Corporate Bond ETF was a new Beacon Pointe Wealth Advisors position in Q4 2019.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.04% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #248 holding.
  • 294 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.