MFW
SHYG icon

Mosaic Family Wealth’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Mosaic Family Wealth’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
Q2 		– Sell
-2,676
Closed -$125K – 531
2019
Q1 		$125K Hold
2,676
– – 0.05% 201
2018
Q4 		$119K Hold
2,676
– – 0.05% 200
2018
Q3 		$123K Buy
+2,676
New +$125K 0.05% 198

Other funds holding SHYG

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mosaic Family Wealth's SHYG Position: Q2 2019 in Review

Mosaic Family Wealth sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2019, closing a stake of 2,676 shares — an estimated $125K sold.

Mosaic Family Wealth first reported a position in SHYG in Q3 2018 and held it in 3 quarters. The position peaked at $125K in Q1 2019. 237 funds tracked by Wall St. Rank hold SHYG as of Q2 2019.

  • Mosaic Family Wealth reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 2,676 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2019, an estimated $125K.
  • Mosaic Family Wealth first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2018 and held it in 3 quarters.
  • Mosaic Family Wealth's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $125K in Q1 2019.
  • 237 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.