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

Berman Capital 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
2021
Q2 		– Sell
-85
Closed -$3K – 2027
2021
Q1 		$3K Buy
+85
New +$3.87K ﹤0.01% 1441
2020
Q3 		– Sell
-338
Closed -$14K – 1752
2020
Q2 		$14K Buy
+338
New +$14.3K ﹤0.01% 657

Other funds holding SHYG

PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

Berman Capital Advisors's SHYG Position: Q2 2021 in Review

Berman Capital Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2021, closing a stake of 85 shares — an estimated $3K sold.

Berman Capital Advisors first reported a position in SHYG in Q2 2020 and held it in 2 quarters. The position peaked at $14K in Q2 2020. 401 funds tracked by Wall St. Rank hold SHYG as of Q2 2021.

  • Berman Capital Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Berman Capital Advisors sold 85 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2021, an estimated $3K.
  • Berman Capital Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2020 and held it in 2 quarters.
  • Berman Capital Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $14K in Q2 2020.
  • 401 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2021.

Based on Berman Capital Advisors's 13F filing for Q2 2021, filed 11 Aug 2021.