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

Pinnacle Family 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
Q1 		– Sell
-6,002
Closed -$273K – 147
2020
Q4 		$273K Buy
+6,002
New +$268K 0.17% 95

Other funds holding SHYG

PCA
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Pinnacle Family Advisors's SHYG Position: Q1 2021 in Review

Pinnacle Family Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2021, closing a stake of 6,002 shares — an estimated $273K sold.

Pinnacle Family Advisors first reported a position in SHYG in Q4 2020 and held it in 1 quarter. The position peaked at $273K in Q4 2020. 407 funds tracked by Wall St. Rank hold SHYG as of Q1 2021.

  • Pinnacle Family Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Family Advisors sold 6,002 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2021, an estimated $273K.
  • Pinnacle Family Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2020 and held it in 1 quarter.
  • Pinnacle Family Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $273K in Q4 2020.
  • 407 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2021.

Based on Pinnacle Family Advisors's 13F filing for Q1 2021, filed 14 May 2021.