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

Destination 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
2019 Q3	–	Sell	-1,770	Closed	-$83K	–	436
2019 Q2	$83K	Hold	1,770	–	–	﹤0.01%	208
2019 Q1	$83K	Hold	1,770	–	–	﹤0.01%	207
2018 Q4	$79K	Sell	1,770 -177	-9%	-$8.12K	﹤0.01%	205
2018 Q3	$92K	Hold	1,947	–	–	0.01%	211
2018 Q2	$91K	Sell	1,947 -31	-2%	-$1.45K	0.01%	192
2018 Q1	$93K	Buy	+1,978	New	+$92.8K	0.01%	192

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 $71.6B AUM 21.08% 1-Year Est. Return

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

Destination Wealth Management's SHYG Position: Q3 2019 in Review

Destination Wealth Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2019, closing a stake of 1,770 shares — an estimated $83K sold.

Destination Wealth Management first reported a position in SHYG in Q1 2018 and held it in 6 quarters. The position peaked at $93K in Q1 2018. 243 funds tracked by Wall St. Rank hold SHYG as of Q3 2019.

Destination Wealth Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
Destination Wealth Management sold 1,770 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2019, an estimated $83K.
Destination Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2018 and held it in 6 quarters.
Destination Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $93K in Q1 2018.
243 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.