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

Heritage Wealth Advisors’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
Q1 		– Sell
-3,440
Closed -$160K – 565
2019
Q4 		$160K Buy
+3,440
New +$159K 0.02% 188

Other funds holding SHYG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
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
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Heritage Wealth Advisors's SHYG Position: Q1 2020 in Review

Heritage Wealth Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2020, closing a stake of 3,440 shares — an estimated $160K sold.

Heritage Wealth Advisors first reported a position in SHYG in Q4 2019 and held it in 1 quarter. The position peaked at $160K in Q4 2019. 337 funds tracked by Wall St. Rank hold SHYG as of Q1 2020.

  • Heritage Wealth Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Heritage Wealth Advisors sold 3,440 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2020, an estimated $160K.
  • Heritage Wealth Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2019 and held it in 1 quarter.
  • Heritage Wealth Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $160K in Q4 2019.
  • 337 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2020.

Based on Heritage Wealth Advisors's 13F filing for Q1 2020, filed 5 May 2020.