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

Optimum 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 Q2	–	Sell	-131	Closed	-$6K	–	967
2021 Q1	$6K	Sell	131 -36	-22%	-$1.64K	﹤0.01%	814
2020 Q4	$8K	Buy	167 +3	+2%	+$134	﹤0.01%	755
2020 Q3	$7K	Buy	164 +2	+1%	+$88	﹤0.01%	738
2020 Q2	$7K	Buy	162 +2	+1%	+$84	﹤0.01%	728
2020 Q1	$7K	Buy	160 +2	+1%	+$90	﹤0.01%	725
2019 Q4	$7K	Buy	158 +3	+2%	+$139	﹤0.01%	819
2019 Q3	$7K	Buy	155 +2	+1%	+$93	﹤0.01%	853
2019 Q2	$7K	Buy	153 +2	+1%	+$93	﹤0.01%	824
2019 Q1	$7K	Sell	151 -312	-67%	-$14.4K	﹤0.01%	862
2018 Q4	$21K	Hold	463	–	–	0.01%	646
2018 Q3	$22K	Hold	463	–	–	0.01%	711
2018 Q2	$22K	Buy	463 +150	+48%	+$7.01K	0.01%	715
2018 Q1	$15K	Buy	+313	New	+$14.7K	﹤0.01%	762

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

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

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

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

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

MAM

Meeder Asset Management Dublin, Ohio $1.96B AUM 48.96% 1-Year Est. Return

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return

Optimum Investment Advisors's SHYG Position: Q2 2021 in Review

Optimum Investment Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2021, closing a stake of 131 shares — an estimated $6K sold.

Optimum Investment Advisors first reported a position in SHYG in Q1 2018 and held it in 13 quarters. The position peaked at $22K in Q3 2018. 401 funds tracked by Wall St. Rank hold SHYG as of Q2 2021.

Optimum Investment Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Optimum Investment Advisors sold 131 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2021, an estimated $6K.
Optimum Investment Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2018 and held it in 13 quarters.
Optimum Investment Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $22K in Q3 2018.
401 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2021.

Based on Optimum Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.