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

OmniStar 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 Q1	–	Sell	-6,307	Closed	-$287K	–	130
2020 Q4	$287K	Buy	6,307 +587	+10%	+$26.2K	0.2%	113
2020 Q3	$251K	Buy	5,720 +262	+5%	+$11.5K	0.19%	113
2020 Q2	$234K	Buy	5,458 +696	+15%	+$29.4K	0.19%	103
2020 Q1	$195K	Buy	+4,762	New	+$213K	0.19%	99

Other funds holding SHYG

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

OmniStar Financial Group's SHYG Position: Q1 2021 in Review

OmniStar Financial Group sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2021, closing a stake of 6,307 shares — an estimated $287K sold.

OmniStar Financial Group first reported a position in SHYG in Q1 2020 and held it in 4 quarters. The position peaked at $287K in Q4 2020. 406 funds tracked by Wall St. Rank hold SHYG as of Q1 2021.

OmniStar Financial Group reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
OmniStar Financial Group sold 6,307 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2021, an estimated $287K.
OmniStar Financial Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2020 and held it in 4 quarters.
OmniStar Financial Group's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $287K in Q4 2020.
406 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2021.

Based on OmniStar Financial Group's 13F filing for Q1 2021, filed 13 May 2021.