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

Pinnacle Wealth Planning Services’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
-54
Closed -$2K – 1671
2020
Q4 		$2K Buy
+54
New +$2.41K ﹤0.01% 1974

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AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Pinnacle Wealth Planning Services's SHYG Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2021, closing a stake of 54 shares — an estimated $2K sold.

Pinnacle Wealth Planning Services first reported a position in SHYG in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 406 funds tracked by Wall St. Rank hold SHYG as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 54 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2021, an estimated $2K.
  • Pinnacle Wealth Planning Services first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $2K in Q4 2020.
  • 406 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.