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

CA Family Wealth’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	$269K	Buy	+6,587	New	+$295K	0.28%	21

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

CA Family Wealth's SHYG Position: Q1 2020 in Review

CA Family Wealth opened a new position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2020: 6,587 shares worth $269K. The stake represents 0.28% of the portfolio and ranks #21 among its holdings.

337 funds tracked by Wall St. Rank hold SHYG as of Q1 2020.

CA Family Wealth held 6,587 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $269K as of Q1 2020.
iShares 0-5 Year High Yield Corporate Bond ETF was a new CA Family Wealth position in Q1 2020.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.28% of CA Family Wealth's portfolio in Q1 2020, its #21 holding.
337 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.