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

Darwin 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
2020
Q2 		– Sell
-38
Closed -$1K – 662
2020
Q1 		$1K Buy
+38
New +$1.7K ﹤0.01% 763

Other funds holding SHYG

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PCA
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Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Darwin Wealth Management's SHYG Position: Q2 2020 in Review

Darwin Wealth Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2020, closing a stake of 38 shares — an estimated $1K sold.

Darwin Wealth Management first reported a position in SHYG in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 369 funds tracked by Wall St. Rank hold SHYG as of Q2 2020.

  • Darwin Wealth Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Darwin Wealth Management sold 38 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2020, an estimated $1K.
  • Darwin Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2020 and held it in 1 quarter.
  • Darwin Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1K in Q1 2020.
  • 369 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2020.

Based on Darwin Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.