CWM
SHYG icon

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

Cornerstone 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
2021
Q1 		– Sell
-11,779
Closed -$535K – 482
2020
Q4 		$535K Sell
11,779
-2,686
-19% -$120K 0.07% 236
2020
Q3 		$636K Buy
14,465
+4,152
+40% +$182K 0.09% 190
2020
Q2 		$442K Buy
10,313
+4,602
+81% +$194K 0.07% 231
2020
Q1 		$233K Buy
+5,711
New +$256K 0.04% 298
2019
Q2 		– Sell
-1,909
Closed -$228K – 481
2019
Q1 		$228K Sell
1,909
-4,090
-68% -$189K 0.03% 456
2018
Q4 		$265K Sell
5,999
-36,877
-86% -$1.69M 0.06% 274
2018
Q3 		$900K Sell
42,876
-16,398
-28% -$768K 0.01% 741
2018
Q2 		$1.28M Buy
+59,274
New +$2.77M 0.01% 681

Other funds holding SHYG

PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return