Mid Atlantic Financial Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$529K	Sell	11,576 -37	-0.3%	-$1.69K	0.04%	438
2021 Q2	$535K	Buy	11,613 +32	+0.3%	+$1.47K	0.04%	443
2021 Q1	$531K	Sell	11,581 -18,509	-62%	-$843K	0.04%	409
2020 Q4	$1.37M	Sell	30,090 -108,535	-78%	-$4.85M	0.1%	174
2020 Q3	$6.2M	Sell	138,625 -493	-0.4%	-$21.7K	0.54%	30
2020 Q2	$5.97M	Buy	139,118 +113,012	+433%	+$4.77M	0.57%	35
2020 Q1	$1.07M	Sell	26,106 -104,213	-80%	-$4.67M	0.12%	149
2019 Q4	$6.05M	Buy	130,319 +115,970	+808%	+$5.36M	0.57%	32
2019 Q3	$667K	Buy	14,349 +1,982	+16%	+$92K	0.07%	288
2019 Q2	$578K	Buy	12,367 +1,207	+11%	+$56.2K	0.06%	335
2019 Q1	$521K	Buy	+11,160	New	+$515K	0.06%	353

Other funds holding SHYG

PCA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

Mid Atlantic Financial Management's SHYG Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 0.32% in Q3 2021, selling an estimated $1.69K and leaving 11,576 shares worth $529K. The position accounts for 0.04% of the portfolio, ranked #438.

Mid Atlantic Financial Management first reported a position in SHYG in Q1 2019 and has held it in 11 quarters since. The position peaked at $6.2M in Q3 2020. 413 funds tracked by Wall St. Rank hold SHYG as of Q3 2021.

Mid Atlantic Financial Management held 11,576 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $529K as of Q3 2021.
Mid Atlantic Financial Management sold 37 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2021, an estimated $1.69K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.04% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #438 holding.
Mid Atlantic Financial Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2019 and has held it in 11 quarters since.
Mid Atlantic Financial Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $6.2M in Q3 2020.
413 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.