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

Mountain Capital 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
2021
Q1 		– Sell
-62,375
Closed -$2.83M – 152
2020
Q4 		$2.83M Sell
62,375
-5,405
-8% -$241K 1.71% 10
2020
Q3 		$3.02M Buy
67,780
+55,863
+469% +$2.46M 1.95% 12
2020
Q2 		$513K Buy
+11,917
New +$503K 0.24% 30

Other funds holding SHYG

PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Mountain Capital Investment Advisors's SHYG Position: Q1 2021 in Review

Mountain Capital Investment Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2021, closing a stake of 62,375 shares — an estimated $2.83M sold.

Mountain Capital Investment Advisors first reported a position in SHYG in Q2 2020 and held it in 3 quarters. The position peaked at $3.02M in Q3 2020. 407 funds tracked by Wall St. Rank hold SHYG as of Q1 2021.

  • Mountain Capital Investment Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 62,375 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2021, an estimated $2.83M.
  • Mountain Capital Investment Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2020 and held it in 3 quarters.
  • Mountain Capital Investment Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $3.02M in Q3 2020.
  • 407 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2021.

Based on Mountain Capital Investment Advisors's 13F filing for Q1 2021, filed 14 Apr 2021.