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

Clarus Wealth Advisors’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
2019 Q3	–	Sell	-3,121	Closed	-$146K	–	480
2019 Q2	$146K	Buy	3,121 +2,696	+634%	+$125K	0.11%	146
2019 Q1	$20K	Hold	425	–	–	0.02%	419
2018 Q4	$19K	Sell	425 -231	-35%	-$10.6K	0.03%	414
2018 Q3	$31K	Hold	656	–	–	0.02%	369
2018 Q2	$31K	Buy	+656	New	+$30.7K	0.02%	360

Other funds holding SHYG

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Clarus Wealth Advisors's SHYG Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2019, closing a stake of 3,121 shares — an estimated $146K sold.

Clarus Wealth Advisors first reported a position in SHYG in Q2 2018 and held it in 5 quarters. The position peaked at $146K in Q2 2019. 243 funds tracked by Wall St. Rank hold SHYG as of Q3 2019.

Clarus Wealth Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 3,121 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2019, an estimated $146K.
Clarus Wealth Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2018 and held it in 5 quarters.
Clarus Wealth Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $146K in Q2 2019.
243 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.