Peak Asset Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Peak Asset Management’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	-32,288	Closed	-$1.48M	–	151
2021 Q1	$1.48M	Buy	32,288 +10,216	+46%	+$465K	0.36%	50
2020 Q4	$1M	Buy	22,072 +838	+4%	+$37.4K	0.26%	62
2020 Q3	$933K	Buy	21,234 +7,401	+54%	+$325K	0.28%	58
2020 Q2	$593K	Buy	+13,833	New	+$584K	0.19%	70

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 $1.84B AUM 13.62% 1-Year Est. Return

Peak Asset Management's SHYG Position: Q2 2021 in Review

Peak Asset Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2021, closing a stake of 32,288 shares — an estimated $1.48M sold.

Peak Asset Management first reported a position in SHYG in Q2 2020 and held it in 4 quarters. The position peaked at $1.48M in Q1 2021. 401 funds tracked by Wall St. Rank hold SHYG as of Q2 2021.

Peak Asset Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Peak Asset Management sold 32,288 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2021, an estimated $1.48M.
Peak Asset Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2020 and held it in 4 quarters.
Peak Asset Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.48M in Q1 2021.
401 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2021.

Based on Peak Asset Management's 13F filing for Q2 2021, filed 6 Aug 2021.