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

KCS Wealth Advisory’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
Q4 		– Sell
-2,213
Closed -$103K – 361
2019
Q3 		$103K Buy
+2,213
New +$103K 0.07% 193

Other funds holding SHYG

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KCS Wealth Advisory's SHYG Position: Q4 2019 in Review

KCS Wealth Advisory sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2019, closing a stake of 2,213 shares — an estimated $103K sold.

KCS Wealth Advisory first reported a position in SHYG in Q3 2019 and held it in 1 quarter. The position peaked at $103K in Q3 2019. 294 funds tracked by Wall St. Rank hold SHYG as of Q4 2019.

  • KCS Wealth Advisory reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 2,213 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2019, an estimated $103K.
  • KCS Wealth Advisory first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2019 and held it in 1 quarter.
  • KCS Wealth Advisory's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $103K in Q3 2019.
  • 294 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.