Financial Architects (New Jersey)’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Financial Architects (New Jersey)’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 Q3	–	Sell	-708	Closed	-$30K	–	675
2020 Q2	$30K	Hold	708	–	–	0.01%	486
2020 Q1	$29K	Hold	708	–	–	0.01%	457
2019 Q4	$33K	Hold	708	–	–	0.01%	486
2019 Q3	$33K	Hold	708	–	–	0.01%	507
2019 Q2	$33K	Hold	708	–	–	0.01%	598
2019 Q1	$33K	Hold	708	–	–	0.01%	738
2018 Q4	$32K	Hold	708	–	–	0.01%	665
2018 Q3	$33K	Hold	708	–	–	0.01%	775
2018 Q2	$33K	Buy	708 +369	+109%	+$17.3K	0.01%	679
2018 Q1	$16K	Sell	339 -1,026	-75%	-$48.1K	﹤0.01%	948
2017 Q4	$65K	Buy	+1,365	New	+$64.6K	0.01%	600
2016 Q2	–	Sell	-102	Closed	-$5K	–	1480
2016 Q1	$5K	Buy	+102	New	+$4.5K	﹤0.01%	903

Other funds holding SHYG

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Financial Architects (New Jersey)'s SHYG Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2020, closing a stake of 708 shares — an estimated $30K sold.

Financial Architects (New Jersey) first reported a position in SHYG in Q1 2016 and held it in 12 quarters. The position peaked at $65K in Q4 2017. 380 funds tracked by Wall St. Rank hold SHYG as of Q3 2020.

Financial Architects (New Jersey) reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 708 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2020, an estimated $30K.
Financial Architects (New Jersey) first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2016 and held it in 12 quarters.
Financial Architects (New Jersey)'s iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $65K in Q4 2017.
380 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.