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

Bernardo Wealth Planning’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 Q3	–	Sell	-4,388	Closed	-$202K	–	79
2021 Q2	$202K	Sell	4,388 -3,140	-42%	-$144K	0.12%	74
2021 Q1	$344K	Sell	7,528 -301	-4%	-$13.7K	0.22%	54
2020 Q4	$355K	Buy	7,829 +26	+0.3%	+$1.16K	0.14%	121
2020 Q3	$342K	Sell	7,803 -28,592	-79%	-$1.26M	0.15%	112
2020 Q2	$1.56M	Buy	36,395 +3,454	+10%	+$146K	0.84%	24
2020 Q1	$1.35M	Buy	+32,941	New	+$1.48M	0.94%	26

Other funds holding SHYG

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

Bernardo Wealth Planning's SHYG Position: Q3 2021 in Review

Bernardo Wealth Planning sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2021, closing a stake of 4,388 shares — an estimated $202K sold.

Bernardo Wealth Planning first reported a position in SHYG in Q1 2020 and held it in 6 quarters. The position peaked at $1.56M in Q2 2020. 413 funds tracked by Wall St. Rank hold SHYG as of Q3 2021.

Bernardo Wealth Planning reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
Bernardo Wealth Planning sold 4,388 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2021, an estimated $202K.
Bernardo Wealth Planning first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2020 and held it in 6 quarters.
Bernardo Wealth Planning's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.56M in Q2 2020.
413 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2021.

Based on Bernardo Wealth Planning's 13F filing for Q3 2021, filed 15 Oct 2021.