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

BT Wealth 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	-7,787	Closed	-$362K	–	68
2019 Q4	$362K	Hold	7,787	–	–	0.18%	43
2019 Q3	$362K	Hold	7,787	–	–	0.2%	39
2019 Q2	$359K	Hold	7,787	–	–	0.21%	38
2019 Q1	$364K	Hold	7,787	–	–	0.21%	39
2018 Q4	$360K	Buy	+7,787	New	+$357K	0.16%	68

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 $71.6B AUM 21.08% 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

BT Wealth Management's SHYG Position: Q1 2020 in Review

BT Wealth Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2020, closing a stake of 7,787 shares — an estimated $362K sold.

BT Wealth Management first reported a position in SHYG in Q4 2018 and held it in 5 quarters. The position peaked at $364K in Q1 2019. 337 funds tracked by Wall St. Rank hold SHYG as of Q1 2020.

BT Wealth Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
BT Wealth Management sold 7,787 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2020, an estimated $362K.
BT Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2018 and held it in 5 quarters.
BT Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $364K 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 BT Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.