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Legacy Wealth Partners (California)’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Legacy Wealth Partners (California)’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 		$268K Buy
5,824
+56
+1% +$2.57K 0.15% 82
2021
Q1 		$264K Sell
5,768
-1,496
-21% -$68.1K 0.15% 77
2020
Q4 		$330K Sell
7,264
-70
-1% -$3.13K 0.21% 76
2020
Q3 		$322K Sell
7,334
-2,608
-26% -$115K 0.23% 69
2020
Q2 		$426K Sell
9,942
-4,703
-32% -$199K 0.32% 65
2020
Q1 		$599K Buy
14,645
+5,623
+62% +$252K 0.56% 31
2019
Q4 		$419K Buy
+9,022
New +$417K 0.31% 70

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

Legacy Wealth Partners (California)'s SHYG Position: Q2 2021 in Review

Legacy Wealth Partners (California) increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 0.97% in Q2 2021, buying an estimated $2.57K and bringing the position to 5,824 shares worth $268K. The position accounts for 0.15% of the portfolio, ranked #82.

Legacy Wealth Partners (California) first reported a position in SHYG in Q4 2019 and has held it in 7 quarters since. The position peaked at $599K in Q1 2020. 401 funds tracked by Wall St. Rank hold SHYG as of Q2 2021.

  • Legacy Wealth Partners (California) held 5,824 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $268K as of Q2 2021.
  • Legacy Wealth Partners (California) bought 56 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2021, an estimated $2.57K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.15% of Legacy Wealth Partners (California)'s portfolio in Q2 2021, its #82 holding.
  • Legacy Wealth Partners (California) first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2019 and has held it in 7 quarters since.
  • Legacy Wealth Partners (California)'s iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $599K in Q1 2020.
  • 401 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.