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Nations Financial Group’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Nations Financial Group’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
Q2 		– Sell
-8,763
Closed -$401K – 418
2021
Q1 		$401K Sell
8,763
-236
-3% -$10.7K 0.09% 250
2020
Q4 		$409K Buy
8,999
+722
+9% +$32.3K 0.11% 224
2020
Q3 		$364K Buy
8,277
+3,175
+62% +$140K 0.11% 210
2020
Q2 		$219K Buy
+5,102
New +$216K 0.08% 248
2020
Q1 		– Sell
-4,823
Closed -$224K – 289
2019
Q4 		$224K Buy
+4,823
New +$223K 0.08% 265

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 $49B AUM 17.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

Nations Financial Group's SHYG Position: Q2 2021 in Review

Nations Financial Group sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2021, closing a stake of 8,763 shares — an estimated $401K sold.

Nations Financial Group first reported a position in SHYG in Q4 2019 and held it in 5 quarters. The position peaked at $409K in Q4 2020. 401 funds tracked by Wall St. Rank hold SHYG as of Q2 2021.

  • Nations Financial Group reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Nations Financial Group sold 8,763 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2021, an estimated $401K.
  • Nations Financial Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2019 and held it in 5 quarters.
  • Nations Financial Group's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $409K in Q4 2020.
  • 401 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2021.

Based on Nations Financial Group's 13F filing for Q2 2021, filed 16 Aug 2021.