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

Mattern 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
Q3 		– Sell
-34,560
Closed -$1.48M – 147
2020
Q2 		$1.48M Buy
+34,560
New +$1.46M 0.72% 44

Other funds holding SHYG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Mattern Wealth Management's SHYG Position: Q3 2020 in Review

Mattern Wealth Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2020, closing a stake of 34,560 shares — an estimated $1.48M sold.

Mattern Wealth Management first reported a position in SHYG in Q2 2020 and held it in 1 quarter. The position peaked at $1.48M in Q2 2020. 379 funds tracked by Wall St. Rank hold SHYG as of Q3 2020.

  • Mattern Wealth Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Mattern Wealth Management sold 34,560 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2020, an estimated $1.48M.
  • Mattern Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2020 and held it in 1 quarter.
  • Mattern Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.48M in Q2 2020.
  • 379 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2020.

Based on Mattern Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.