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Karn Couzens & Associates’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Karn Couzens & Associates’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
Q2 		– Sell
-5,114
Closed -$234K – 75
2021
Q1 		$234K Sell
5,114
-582
-10% -$26.5K 0.21% 61
2020
Q4 		$259K Buy
+5,696
New +$254K 0.25% 58

Other funds holding SHYG

PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

Karn Couzens & Associates's SHYG Position: Q2 2021 in Review

Karn Couzens & Associates sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2021, closing a stake of 5,114 shares — an estimated $234K sold.

Karn Couzens & Associates first reported a position in SHYG in Q4 2020 and held it in 2 quarters. The position peaked at $259K in Q4 2020. 401 funds tracked by Wall St. Rank hold SHYG as of Q2 2021.

  • Karn Couzens & Associates reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Karn Couzens & Associates sold 5,114 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2021, an estimated $234K.
  • Karn Couzens & Associates first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2020 and held it in 2 quarters.
  • Karn Couzens & Associates's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $259K in Q4 2020.
  • 401 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2021.

Based on Karn Couzens & Associates's 13F filing for Q2 2021, filed 21 Jul 2021.