Moneta Group Investment Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Moneta Group Investment Advisors’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 Q2	–	Sell	-12,209	Closed	-$499K	–	260
2020 Q1	$499K	Sell	12,209 -34,808	-74%	-$1.56M	0.05%	152
2019 Q4	$2.18M	Sell	47,017 -4	-0%	-$185	0.18%	77
2019 Q3	$2.19M	Buy	+47,021	New	+$2.18M	0.2%	80
2019 Q2	–	Sell	-84,821	Closed	-$3.96M	–	275
2019 Q1	$3.96M	Buy	84,821 +3,243	+4%	+$150K	0.41%	46
2018 Q4	$3.62M	Buy	81,578 +2,017	+3%	+$92.5K	0.43%	44
2018 Q3	$3.75M	Buy	+79,561	New	+$3.73M	0.38%	50

Other funds holding SHYG

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

PCA

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Moneta Group Investment Advisors's SHYG Position: Q2 2020 in Review

Moneta Group Investment Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2020, closing a stake of 12,209 shares — an estimated $499K sold.

Moneta Group Investment Advisors first reported a position in SHYG in Q3 2018 and held it in 6 quarters. The position peaked at $3.96M in Q1 2019. 369 funds tracked by Wall St. Rank hold SHYG as of Q2 2020.

Moneta Group Investment Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
Moneta Group Investment Advisors sold 12,209 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2020, an estimated $499K.
Moneta Group Investment Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2018 and held it in 6 quarters.
Moneta Group Investment Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $3.96M in Q1 2019.
369 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2020.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2020, filed 12 Aug 2020.