BWP
SHYG icon

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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $501B AUM 22.01% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return