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

Pettinga Financial 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 Q4	–	Sell	-4,764	Closed	-$218K	–	120
2021 Q3	$218K	Sell	4,764 -676	-12%	-$30.9K	0.06%	104
2021 Q2	$251K	Buy	5,440 +449	+9%	+$20.6K	0.07%	94
2021 Q1	$229K	Sell	4,991 -4,382	-47%	-$199K	0.07%	89
2020 Q4	$426K	Sell	9,373 -329	-3%	-$14.7K	0.15%	60
2020 Q3	$426K	Buy	9,702 +2,400	+33%	+$105K	0.18%	52
2020 Q2	$313K	Buy	+7,302	New	+$308K	0.15%	58

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

CPSAC

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Pettinga Financial Advisors's SHYG Position: Q4 2021 in Review

Pettinga Financial Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2021, closing a stake of 4,764 shares — an estimated $218K sold.

Pettinga Financial Advisors first reported a position in SHYG in Q2 2020 and held it in 6 quarters. The position peaked at $426K in Q4 2020. 455 funds tracked by Wall St. Rank hold SHYG as of Q4 2021.

Pettinga Financial Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Pettinga Financial Advisors sold 4,764 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2021, an estimated $218K.
Pettinga Financial Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2020 and held it in 6 quarters.
Pettinga Financial Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $426K in Q4 2020.
455 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2021.

Based on Pettinga Financial Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.