Mariner Independent Advisor Network’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Mariner Independent Advisor Network’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	-73,368	Closed	-$2.93M	–	372
2020 Q1	$2.93M	Buy	73,368 +11,381	+18%	+$510K	0.26%	102
2019 Q4	$2.88M	Buy	61,987 +1,650	+3%	+$76.3K	0.21%	113
2019 Q3	$2.79M	Sell	60,337 -53,550	-47%	-$2.49M	0.21%	110
2019 Q2	$5.3M	Sell	113,887 -5,832	-5%	-$271K	0.4%	60
2019 Q1	$5.57M	Buy	119,719 +4,196	+4%	+$194K	0.47%	51
2018 Q4	$5.28M	Buy	+115,523	New	+$5.3M	0.47%	48
2018 Q3	–	Sell	-157,051	Closed	-$7.33M	–	278
2018 Q2	$7.33M	Buy	157,051 +53,846	+52%	+$2.52M	1.3%	16
2018 Q1	$4.83M	Buy	103,205 +8,250	+9%	+$387K	0.3%	75
2017 Q4	$4.48M	Buy	+94,955	New	+$4.49M	0.47%	49
2017 Q3	–	Sell	-73,429	Closed	-$3.51M	–	190
2017 Q2	$3.51M	Buy	+73,429	New	+$3.51M	0.5%	63

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 $79.5B AUM 27.1% 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 $58.2B AUM 22.78% 1-Year Est. Return

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

Mariner Independent Advisor Network's SHYG Position: Q2 2020 in Review

Mariner Independent Advisor Network sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2020, closing a stake of 73,368 shares — an estimated $2.93M sold.

Mariner Independent Advisor Network first reported a position in SHYG in Q2 2017 and held it in 10 quarters. The position peaked at $7.33M in Q2 2018. 369 funds tracked by Wall St. Rank hold SHYG as of Q2 2020.

Mariner Independent Advisor Network reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
Mariner Independent Advisor Network sold 73,368 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2020, an estimated $2.93M.
Mariner Independent Advisor Network first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2017 and held it in 10 quarters.
Mariner Independent Advisor Network's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $7.33M in Q2 2018.
369 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2020.

Based on Mariner Independent Advisor Network's 13F filing for Q2 2020, filed 3 Aug 2020.