Global Financial Private Capital’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Global Financial Private Capital’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	$8.6M	Buy	200,483 +200,464	+1,055,074%	+$8.47M	0.54%	58
2020 Q1	$1K	Hold	19	–	–	﹤0.01%	370
2019 Q4	$1K	Sell	19 -93	-83%	-$4.3K	﹤0.01%	385
2019 Q3	$5K	Sell	112 -25	-18%	-$1.16K	﹤0.01%	326
2019 Q2	$6K	Sell	137 -35,790	-100%	-$1.67M	﹤0.01%	393
2019 Q1	$1.68M	Buy	35,927 +24,856	+225%	+$1.15M	0.08%	198
2018 Q4	$493K	Buy	11,071 +622	+6%	+$28.5K	0.03%	257
2018 Q3	$492K	Sell	10,449 -7,562	-42%	-$354K	0.02%	381
2018 Q2	$840K	Buy	+18,011	New	+$842K	0.03%	292
2017 Q4	–	Sell	-18,497	Closed	-$885K	–	562
2017 Q3	$885K	Buy	+18,497	New	+$882K	0.03%	256

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Global Financial Private Capital's SHYG Position: Q2 2020 in Review

Global Financial Private Capital increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 1,055,074% in Q2 2020, buying an estimated $8.47M and bringing the position to 200,483 shares worth $8.6M. The position accounts for 0.54% of the portfolio, ranked #58.

Global Financial Private Capital first reported a position in SHYG in Q3 2017 and has held it in 10 quarters since. 369 funds tracked by Wall St. Rank hold SHYG as of Q2 2020.

Global Financial Private Capital held 200,483 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $8.6M as of Q2 2020.
Global Financial Private Capital bought 200,464 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2020, an estimated $8.47M.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.54% of Global Financial Private Capital's portfolio in Q2 2020, its #58 holding.
Global Financial Private Capital first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2017 and has held it in 10 quarters since.
369 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2020.

Based on Global Financial Private Capital's 13F filing for Q2 2020, filed 11 Aug 2020.