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

Beaumont Financial 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 Q4	–	Sell	-5,089	Closed	-$224K	–	354
2020 Q3	$224K	Hold	5,089	–	–	0.02%	293
2020 Q2	$218K	Hold	5,089	–	–	0.02%	261
2020 Q1	$208K	Hold	5,089	–	–	0.03%	219
2019 Q4	$236K	Sell	5,089 -2,657	-34%	-$123K	0.02%	253
2019 Q3	$360K	Sell	7,746 -613	-7%	-$28.5K	0.04%	193
2019 Q2	$390K	Hold	8,359	–	–	0.04%	171
2019 Q1	$390K	Hold	8,359	–	–	0.04%	167
2018 Q4	$372K	Hold	8,359	–	–	0.06%	145
2018 Q3	$394K	Hold	8,359	–	–	0.04%	166
2018 Q2	$390K	Hold	8,359	–	–	0.04%	147
2018 Q1	$391K	Hold	8,359	–	–	0.04%	151
2017 Q4	$394K	Buy	+8,359	New	+$396K	0.05%	133

Other funds holding SHYG

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Beaumont Financial Advisors's SHYG Position: Q4 2020 in Review

Beaumont Financial Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2020, closing a stake of 5,089 shares — an estimated $224K sold.

Beaumont Financial Advisors first reported a position in SHYG in Q4 2017 and held it in 12 quarters. The position peaked at $394K in Q3 2018. 441 funds tracked by Wall St. Rank hold SHYG as of Q4 2020.

Beaumont Financial Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
Beaumont Financial Advisors sold 5,089 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2020, an estimated $224K.
Beaumont Financial Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2017 and held it in 12 quarters.
Beaumont Financial Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $394K in Q3 2018.
441 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2020.

Based on Beaumont Financial Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.