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Prio Wealth Limited Partnership’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Prio Wealth Limited Partnership’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
Q2 		– Sell
-6,793
Closed -$311K – 284
2021
Q1 		$311K Sell
6,793
-217
-3% -$9.88K 0.01% 235
2020
Q4 		$319K Buy
+7,010
New +$313K 0.01% 231

Other funds holding SHYG

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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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

Prio Wealth Limited Partnership's SHYG Position: Q2 2021 in Review

Prio Wealth Limited Partnership sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2021, closing a stake of 6,793 shares — an estimated $311K sold.

Prio Wealth Limited Partnership first reported a position in SHYG in Q4 2020 and held it in 2 quarters. The position peaked at $319K in Q4 2020. 401 funds tracked by Wall St. Rank hold SHYG as of Q2 2021.

  • Prio Wealth Limited Partnership reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Prio Wealth Limited Partnership sold 6,793 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2021, an estimated $311K.
  • Prio Wealth Limited Partnership first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2020 and held it in 2 quarters.
  • Prio Wealth Limited Partnership's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $319K in Q4 2020.
  • 401 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2021.

Based on Prio Wealth Limited Partnership's 13F filing for Q2 2021, filed 16 Aug 2021.