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Copperwynd Financial’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Copperwynd Financial’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
-6,964
Closed -$323K – 106
2019
Q4 		$323K Sell
6,964
-199
-3% -$9.2K 0.17% 96
2019
Q3 		$331K Buy
7,163
+1,313
+22% +$61K 0.19% 95
2019
Q2 		$273K Sell
5,850
-4,327
-43% -$201K 0.16% 95
2019
Q1 		$475K Buy
+10,177
New +$470K 0.28% 56

Other funds holding SHYG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
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
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Copperwynd Financial's SHYG Position: Q1 2020 in Review

Copperwynd Financial sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2020, closing a stake of 6,964 shares — an estimated $323K sold.

Copperwynd Financial first reported a position in SHYG in Q1 2019 and held it in 4 quarters. The position peaked at $475K in Q1 2019. 337 funds tracked by Wall St. Rank hold SHYG as of Q1 2020.

  • Copperwynd Financial reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Copperwynd Financial sold 6,964 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2020, an estimated $323K.
  • Copperwynd Financial first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2019 and held it in 4 quarters.
  • Copperwynd Financial's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $475K 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 Copperwynd Financial's 13F filing for Q1 2020, filed 11 May 2020.