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

FCA Corp’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	-5,075	Closed	-$231K	–	185
2020 Q4	$231K	Hold	5,075	–	–	0.07%	152
2020 Q3	$223K	Hold	5,075	–	–	0.08%	146
2020 Q2	$218K	Hold	5,075	–	–	0.08%	134
2020 Q1	$207K	Hold	5,075	–	–	0.09%	124
2019 Q4	$236K	Hold	5,075	–	–	0.08%	144
2019 Q3	$236K	Sell	5,075 -52,579	-91%	-$2.44M	0.09%	139
2019 Q2	$2.69M	Buy	57,654 +401	+0.7%	+$18.7K	0.99%	43
2019 Q1	$2.67M	Buy	57,253 +1,600	+3%	+$73.9K	1.04%	37
2018 Q4	$2.48M	Sell	55,653 -99	-0.2%	-$4.54K	1.11%	33
2018 Q3	$2.63M	Buy	55,752 +510	+0.9%	+$23.9K	1%	41
2018 Q2	$2.58M	Buy	55,242 +836	+2%	+$39.1K	1.03%	40
2018 Q1	$2.55M	Buy	54,406 +5,615	+12%	+$264K	1.04%	41
2017 Q4	$2.3M	Buy	48,791 +751	+2%	+$35.5K	0.92%	48
2017 Q3	$2.3M	Buy	48,040 +3,050	+7%	+$145K	0.95%	43
2017 Q2	$2.15M	Buy	+44,990	New	+$2.15M	0.94%	46

Other funds holding SHYG

PCA

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

BlackRock New York $5.72T AUM 30.48% 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 $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

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

FCA Corp's SHYG Position: Q1 2021 in Review

FCA Corp sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2021, closing a stake of 5,075 shares — an estimated $231K sold.

FCA Corp first reported a position in SHYG in Q2 2017 and held it in 15 quarters. The position peaked at $2.69M in Q2 2019. 407 funds tracked by Wall St. Rank hold SHYG as of Q1 2021.

FCA Corp reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
FCA Corp sold 5,075 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2021, an estimated $231K.
FCA Corp first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2017 and held it in 15 quarters.
FCA Corp's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $2.69M in Q2 2019.
407 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2021.

Based on FCA Corp's 13F filing for Q1 2021, filed 12 May 2021.