Braun-Bostich & Associates’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Braun-Bostich & Associates’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 Q3	–	Sell	-313	Closed	-$13K	–	324
2020 Q2	$13K	Hold	313	–	–	0.01%	201
2020 Q1	$12K	Hold	313	–	–	0.02%	195
2019 Q4	$15K	Buy	+313	New	+$14.5K	0.01%	209
2019 Q3	–	Sell	-313	Closed	-$15K	–	262
2019 Q2	$15K	Hold	313	–	–	0.02%	246
2019 Q1	$15K	Hold	313	–	–	0.02%	251
2018 Q4	$14K	Hold	313	–	–	0.01%	243
2018 Q3	$15K	Hold	313	–	–	0.01%	251
2018 Q2	$15K	Hold	313	–	–	0.02%	233
2018 Q1	$15K	Hold	313	–	–	0.01%	238
2017 Q4	$15K	Buy	+313	New	+$14.8K	0.01%	231

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Braun-Bostich & Associates's SHYG Position: Q3 2020 in Review

Braun-Bostich & Associates sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2020, closing a stake of 313 shares — an estimated $13K sold.

Braun-Bostich & Associates first reported a position in SHYG in Q4 2017 and held it in 10 quarters. The position peaked at $15K in Q4 2019. 380 funds tracked by Wall St. Rank hold SHYG as of Q3 2020.

Braun-Bostich & Associates reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
Braun-Bostich & Associates sold 313 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2020, an estimated $13K.
Braun-Bostich & Associates first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2017 and held it in 10 quarters.
Braun-Bostich & Associates's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $15K in Q4 2019.
380 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2020.

Based on Braun-Bostich & Associates's 13F filing for Q3 2020, filed 9 Oct 2020.