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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
Sell
-42,175
Closed -$1.85M 149
2020
Q3
$1.85M Buy
42,175
+4,248
+11% +$187K 0.74% 31
2020
Q2
$1.68M Buy
37,927
+561
+2% +$23.7K 0.68% 30
2020
Q1
$1.56M Buy
+37,366
New +$1.67M 0.78% 28

Other funds holding SHYG

Physician Wealth Advisors's SHYG Position: Q4 2020 in Review

Physician Wealth Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2020, closing a stake of 42,175 shares — an estimated $1.85M sold.

Physician Wealth Advisors first reported a position in SHYG in Q1 2020 and held it in 3 quarters. The position peaked at $1.85M in Q3 2020. 441 funds tracked by Wall St. Rank hold SHYG as of Q4 2020.

  • Physician Wealth Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Physician Wealth Advisors sold 42,175 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2020, an estimated $1.85M.
  • Physician Wealth Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2020 and held it in 3 quarters.
  • Physician Wealth Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.85M in Q3 2020.
  • 441 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2020.

Based on Physician Wealth Advisors's 13F filing for Q4 2020, filed 19 Feb 2021.