MCM
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Monument Capital Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Monument Capital 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
2022
Q1 		– Sell
-22,383
Closed -$1.01M – 155
2021
Q4 		$1.01M Sell
22,383
-5,066
-18% -$230K 0.31% 80
2021
Q3 		$1.25M Sell
27,449
-4,965
-15% -$227K 0.43% 70
2021
Q2 		$1.49M Sell
32,414
-17,104
-35% -$784K 0.52% 67
2021
Q1 		$2.27M Sell
49,518
-27,770
-36% -$1.26M 0.91% 48
2020
Q4 		$3.51M Buy
77,288
+6,572
+9% +$294K 1.62% 12
2020
Q3 		$3.11M Buy
70,716
+4,726
+7% +$208K 1.64% 11
2020
Q2 		$2.83M Buy
+65,990
New +$2.79M 1.66% 10

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WA
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PCA
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Envestnet Asset Management
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BlackRock
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AssetMark Inc
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return