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Genovese Burford & Brothers Wealth & Retirement Plan Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
-8,643
Closed -$404K – 110
2019
Q2 		$404K Buy
+8,643
New +$402K 0.11% 63

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Genovese Burford & Brothers Wealth & Retirement Plan Management's SHYG Position: Q3 2019 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2019, closing a stake of 8,643 shares — an estimated $404K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in SHYG in Q2 2019 and held it in 1 quarter. The position peaked at $404K in Q2 2019. 243 funds tracked by Wall St. Rank hold SHYG as of Q3 2019.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 8,643 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2019, an estimated $404K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2019 and held it in 1 quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $404K in Q2 2019.
  • 243 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2019.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2019, filed 31 Oct 2019.