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

Berkshire Money 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 Q1	–	Sell	-31,316	Closed	-$1.45M	–	82
2019 Q4	$1.45M	Sell	31,316 -1,771	-5%	-$81.8K	0.28%	19
2019 Q3	$1.54M	Sell	33,087 -450	-1%	-$20.9K	0.32%	18
2019 Q2	$1.57M	Sell	33,537 -910	-3%	-$42.3K	0.33%	18
2019 Q1	$1.61M	Buy	34,447 +97	+0.3%	+$4.48K	0.36%	17
2018 Q4	$1.53M	Buy	+34,350	New	+$1.58M	0.38%	17

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

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 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 $79.5B AUM 27.1% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

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

Berkshire Money Management's SHYG Position: Q1 2020 in Review

Berkshire Money Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2020, closing a stake of 31,316 shares — an estimated $1.45M sold.

Berkshire Money Management first reported a position in SHYG in Q4 2018 and held it in 5 quarters. The position peaked at $1.61M in Q1 2019. 337 funds tracked by Wall St. Rank hold SHYG as of Q1 2020.

Berkshire Money Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
Berkshire Money Management sold 31,316 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2020, an estimated $1.45M.
Berkshire Money Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2018 and held it in 5 quarters.
Berkshire Money Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.61M in Q1 2019.
337 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2020.

Based on Berkshire Money Management's 13F filing for Q1 2020, filed 15 Apr 2020.