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

BerganKDV Wealth Management’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	-246	Closed	-$10K	–	1077
2020 Q1	$10K	Hold	246	–	–	﹤0.01%	495
2019 Q4	$11K	Hold	246	–	–	﹤0.01%	521
2019 Q3	$11K	Sell	246 -25	-9%	-$1.16K	﹤0.01%	494
2019 Q2	$13K	Hold	271	–	–	﹤0.01%	488
2019 Q1	$13K	Hold	271	–	–	﹤0.01%	495
2018 Q4	$12K	Buy	271 +246	+984%	+$11.3K	﹤0.01%	456
2018 Q3	$1K	Hold	25	–	–	﹤0.01%	611
2018 Q2	$1K	Buy	+25	New	+$1.17K	﹤0.01%	633

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

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

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

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

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

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

BerganKDV Wealth Management's SHYG Position: Q2 2020 in Review

BerganKDV Wealth Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2020, closing a stake of 246 shares — an estimated $10K sold.

BerganKDV Wealth Management first reported a position in SHYG in Q2 2018 and held it in 8 quarters. The position peaked at $13K in Q2 2019. 369 funds tracked by Wall St. Rank hold SHYG as of Q2 2020.

BerganKDV Wealth Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
BerganKDV Wealth Management sold 246 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2020, an estimated $10K.
BerganKDV Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2018 and held it in 8 quarters.
BerganKDV Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $13K in Q2 2019.
369 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2020.

Based on BerganKDV Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.