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

Mirsky 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
2019 Q3	–	Sell	-8,510	Closed	-$397K	–	37
2019 Q2	$397K	Sell	8,510 -150	-2%	-$6.98K	0.3%	27
2019 Q1	$405K	Sell	8,660 -6,440	-43%	-$297K	0.32%	27
2018 Q4	$673K	Buy	+15,100	New	+$693K	0.59%	23

Other funds holding SHYG

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

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mirsky Financial Management's SHYG Position: Q3 2019 in Review

Mirsky Financial Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2019, closing a stake of 8,510 shares — an estimated $397K sold.

Mirsky Financial Management first reported a position in SHYG in Q4 2018 and held it in 3 quarters. The position peaked at $673K in Q4 2018. 243 funds tracked by Wall St. Rank hold SHYG as of Q3 2019.

Mirsky Financial Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
Mirsky Financial Management sold 8,510 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2019, an estimated $397K.
Mirsky Financial Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2018 and held it in 3 quarters.
Mirsky Financial Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $673K in Q4 2018.
243 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2019.

Based on Mirsky Financial Management's 13F filing for Q3 2019, filed 15 Oct 2019.