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

MBE 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
Q4 		– Sell
-6,912
Closed -$296K – 59
2020
Q3 		$296K Hold
6,912
– – 0.25% 37
2020
Q2 		$296K Buy
6,912
+914
+15% +$38.6K 0.25% 37
2020
Q1 		$245K Sell
5,998
-167
-3% -$7.48K 0.23% 29
2019
Q4 		$286K Buy
+6,165
New +$285K 0.29% 28

Other funds holding SHYG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MBE Wealth Management's SHYG Position: Q4 2020 in Review

MBE Wealth Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2020, closing a stake of 6,912 shares — an estimated $296K sold.

MBE Wealth Management first reported a position in SHYG in Q4 2019 and held it in 4 quarters. The position peaked at $296K in Q3 2020. 441 funds tracked by Wall St. Rank hold SHYG as of Q4 2020.

  • MBE Wealth Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • MBE Wealth Management sold 6,912 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2020, an estimated $296K.
  • MBE Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2019 and held it in 4 quarters.
  • MBE Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $296K in Q3 2020.
  • 441 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2020.

Based on MBE Wealth Management's 13F filing for Q4 2020, filed 19 Jan 2021.