Leicht Financial Planning & Wealth Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Leicht Financial Planning & Wealth Management’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 Q2	–	Sell	-12,155	Closed	-$495K	–	45
2020 Q1	$495K	Sell	12,155 -32,996	-73%	-$1.48M	0.48%	31
2019 Q4	$2.1M	Sell	45,151 -40,933	-48%	-$1.89M	1.91%	17
2019 Q3	$4M	Sell	86,084 -33,927	-28%	-$1.58M	3.82%	13
2019 Q2	$5.61M	Buy	120,011 +8,821	+8%	+$410K	5.49%	4
2019 Q1	$5.19M	Buy	111,190 +37,002	+50%	+$1.71M	5.35%	6
2018 Q4	$3.31M	Buy	74,188 +37,568	+103%	+$1.72M	4.36%	6
2018 Q3	$1.72M	Buy	+36,620	New	+$1.71M	2.04%	16

Other funds holding SHYG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's SHYG Position: Q2 2020 in Review

Leicht Financial Planning & Wealth Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2020, closing a stake of 12,155 shares — an estimated $495K sold.

Leicht Financial Planning & Wealth Management first reported a position in SHYG in Q3 2018 and held it in 7 quarters. The position peaked at $5.61M in Q2 2019. 369 funds tracked by Wall St. Rank hold SHYG as of Q2 2020.

Leicht Financial Planning & Wealth Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 12,155 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2020, an estimated $495K.
Leicht Financial Planning & Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2018 and held it in 7 quarters.
Leicht Financial Planning & Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $5.61M in Q2 2019.
369 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2020.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q2 2020, filed 10 Jul 2020.