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Mine & Arao Wealth Creation & Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Mine & Arao Wealth Creation & 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
Q1 		– Sell
-13,126
Closed -$609K – 247
2019
Q4 		$609K Buy
+13,126
New +$607K 0.57% 28

Other funds holding SHYG

Envestnet Asset Management
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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
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 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
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's SHYG Position: Q1 2020 in Review

Mine & Arao Wealth Creation & Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2020, closing a stake of 13,126 shares — an estimated $609K sold.

Mine & Arao Wealth Creation & Management first reported a position in SHYG in Q4 2019 and held it in 1 quarter. The position peaked at $609K in Q4 2019. 337 funds tracked by Wall St. Rank hold SHYG as of Q1 2020.

  • Mine & Arao Wealth Creation & Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 13,126 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2020, an estimated $609K.
  • Mine & Arao Wealth Creation & Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2019 and held it in 1 quarter.
  • Mine & Arao Wealth Creation & Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $609K in Q4 2019.
  • 337 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2020.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q1 2020, filed 13 May 2020.