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Intelligence Driven Advisers’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Intelligence Driven Advisers’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
Q4 		– Sell
-6,609
Closed -$301K – 99
2021
Q3 		$301K Sell
6,609
-923
-12% -$42.2K 0.07% 64
2021
Q2 		$347K Sell
7,532
-31,283
-81% -$1.43M 0.07% 73
2021
Q1 		$1.78M Sell
38,815
-1,133
-3% -$51.6K 0.4% 37
2020
Q4 		$1.81M Buy
39,948
+9,354
+31% +$418K 0.41% 39
2020
Q3 		$1.34M Buy
+30,594
New +$1.34M 0.32% 31

Other funds holding SHYG

PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return