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

Beam 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
2020
Q2 		– Sell
-17,137
Closed -$700K – 161
2020
Q1 		$700K Sell
17,137
-29,480
-63% -$1.32M 0.69% 43
2019
Q4 		$2.16M Buy
+46,617
New +$2.15M 2.02% 9

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 $79.5B AUM 27.1% 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 $58.2B AUM 22.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Beam Wealth Advisors's SHYG Position: Q2 2020 in Review

Beam Wealth Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2020, closing a stake of 17,137 shares — an estimated $700K sold.

Beam Wealth Advisors first reported a position in SHYG in Q4 2019 and held it in 2 quarters. The position peaked at $2.16M in Q4 2019. 369 funds tracked by Wall St. Rank hold SHYG as of Q2 2020.

  • Beam Wealth Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Beam Wealth Advisors sold 17,137 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2020, an estimated $700K.
  • Beam Wealth Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2019 and held it in 2 quarters.
  • Beam Wealth Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $2.16M in Q4 2019.
  • 369 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2020.

Based on Beam Wealth Advisors's 13F filing for Q2 2020, filed 7 Jul 2020.