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

Meridian 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
2022 Q1	–	Sell	-4,859	Closed	-$220K	–	426
2021 Q4	$220K	Buy	4,859 +384	+9%	+$17.4K	0.02%	373
2021 Q3	$205K	Buy	+4,475	New	+$205K	0.03%	375
2019 Q4	–	Sell	-5,035	Closed	-$234K	–	214
2019 Q3	$234K	Sell	5,035 -750	-13%	-$34.8K	0.11%	172
2019 Q2	$2.7K	Sell	5,785 -962	-14%	-$44.8K	0.11%	163
2019 Q1	$315K	Buy	6,747 +302	+5%	+$13.9K	0.14%	135
2018 Q4	$287K	Sell	6,445 -250	-4%	-$11.5K	0.17%	117
2018 Q3	$315K	Buy	6,695 +85	+1%	+$3.98K	0.14%	131
2018 Q2	$308K	Buy	6,610 +100	+2%	+$4.67K	0.14%	135
2018 Q1	$305K	Sell	6,510 -500	-7%	-$23.5K	0.15%	135
2017 Q4	$335K	Hold	7,010	–	–	0.21%	113
2017 Q3	$335K	Sell	7,010 -1,850	-21%	-$88.2K	0.21%	111
2017 Q2	$424K	Sell	8,860 -1,050	-11%	-$50.2K	0.27%	89
2017 Q1	$473K	Sell	9,910 -6,500	-40%	-$309K	0.28%	85
2016 Q4	$777K	Buy	+16,410	New	+$771K	0.62%	45

Other funds holding SHYG

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Meridian Wealth Management's SHYG Position: Q1 2022 in Review

Meridian Wealth Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2022, closing a stake of 4,859 shares — an estimated $220K sold.

Meridian Wealth Management first reported a position in SHYG in Q4 2016 and held it in 14 quarters. The position peaked at $777K in Q4 2016. 450 funds tracked by Wall St. Rank hold SHYG as of Q1 2022.

Meridian Wealth Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Meridian Wealth Management sold 4,859 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2022, an estimated $220K.
Meridian Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2016 and held it in 14 quarters.
Meridian Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $777K in Q4 2016.
450 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2022.

Based on Meridian Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.