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

Pinnacle Private Wealth’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
2022
Q2 		– Sell
-4,881
Closed -$215K – 307
2022
Q1 		$215K Buy
+4,881
New +$216K 0.07% 275

Other funds holding SHYG

PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pinnacle Private Wealth's SHYG Position: Q2 2022 in Review

Pinnacle Private Wealth sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2022, closing a stake of 4,881 shares — an estimated $215K sold.

Pinnacle Private Wealth first reported a position in SHYG in Q1 2022 and held it in 1 quarter. The position peaked at $215K in Q1 2022. 456 funds tracked by Wall St. Rank hold SHYG as of Q2 2022.

  • Pinnacle Private Wealth reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Pinnacle Private Wealth sold 4,881 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2022, an estimated $215K.
  • Pinnacle Private Wealth first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2022 and held it in 1 quarter.
  • Pinnacle Private Wealth's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $215K in Q1 2022.
  • 456 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.