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	Buy	+5,999	New	+$275K	0.06%	274

Other funds holding SHYG

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Cornerstone Wealth Management's SHYG Position: Q1 2021 in Review

Cornerstone Wealth Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2021, closing a stake of 11,779 shares — an estimated $535K sold.

Cornerstone Wealth Management first reported a position in SHYG in Q4 2018 and held it in 6 quarters. The position peaked at $636K in Q3 2020. 406 funds tracked by Wall St. Rank hold SHYG as of Q1 2021.

Cornerstone Wealth Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
Cornerstone Wealth Management sold 11,779 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2021, an estimated $535K.
Cornerstone Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2018 and held it in 6 quarters.
Cornerstone Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $636K in Q3 2020.
406 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2021.

Based on Cornerstone Wealth Management's 13F filing for Q1 2021, filed 30 Apr 2021.