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Moneywise Inc’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Moneywise Inc’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
-9,762
Closed -$399K – 45
2020
Q1 		$399K Buy
9,762
+854
+10% +$38.3K 0.35% 29
2019
Q4 		$414K Sell
8,908
-792
-8% -$36.6K 0.31% 23
2019
Q3 		$451K Buy
9,700
+136
+1% +$6.31K 0.36% 22
2019
Q2 		$447K Buy
9,564
+1,113
+13% +$51.8K 0.34% 23
2019
Q1 		$395K Sell
8,451
-506
-6% -$23.4K 0.34% 23
2018
Q4 		$399K Sell
8,957
-981
-10% -$45K 0.38% 22
2018
Q3 		$468K Buy
9,938
+517
+5% +$24.2K 0.4% 22
2018
Q2 		$439K Buy
9,421
+333
+4% +$15.6K 0.38% 23
2018
Q1 		$425K Buy
9,088
+88
+1% +$4.13K 0.35% 22
2017
Q4 		$424K Buy
9,000
+913
+11% +$43.2K 0.32% 23
2017
Q3 		$387K Buy
8,087
+547
+7% +$26.1K 0.31% 22
2017
Q2 		$361K Buy
7,540
+674
+10% +$32.2K 0.31% 22
2017
Q1 		$328K Buy
6,866
+588
+9% +$28K 0.3% 24
2016
Q4 		$297K Buy
6,278
+1,762
+39% +$82.8K 0.29% 25
2016
Q3 		$214K Buy
+4,516
New +$211K 0.23% 33

Other funds holding SHYG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Moneywise Inc's SHYG Position: Q2 2020 in Review

Moneywise Inc sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2020, closing a stake of 9,762 shares — an estimated $399K sold.

Moneywise Inc first reported a position in SHYG in Q3 2016 and held it in 15 quarters. The position peaked at $468K in Q3 2018. 369 funds tracked by Wall St. Rank hold SHYG as of Q2 2020.

  • Moneywise Inc reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Moneywise Inc sold 9,762 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2020, an estimated $399K.
  • Moneywise Inc first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2016 and held it in 15 quarters.
  • Moneywise Inc's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $468K in Q3 2018.
  • 369 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2020.

Based on Moneywise Inc's 13F filing for Q2 2020, filed 10 Jul 2020.