MFG
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Magnus Financial Group’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Magnus Financial Group’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
Q1 		– Sell
-6,498
Closed -$295K – 341
2020
Q4 		$295K Buy
+6,498
New +$290K 0.03% 218

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Commonwealth Equity Services
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Magnus Financial Group's SHYG Position: Q1 2021 in Review

Magnus Financial Group sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2021, closing a stake of 6,498 shares — an estimated $295K sold.

Magnus Financial Group first reported a position in SHYG in Q4 2020 and held it in 1 quarter. The position peaked at $295K in Q4 2020. 407 funds tracked by Wall St. Rank hold SHYG as of Q1 2021.

  • Magnus Financial Group reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Magnus Financial Group sold 6,498 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2021, an estimated $295K.
  • Magnus Financial Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2020 and held it in 1 quarter.
  • Magnus Financial Group's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $295K in Q4 2020.
  • 407 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2021.

Based on Magnus Financial Group's 13F filing for Q1 2021, filed 5 May 2021.