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

Private Portfolio Partners’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
-27,569
Closed -$1.25M – 241
2020
Q4 		$1.25M Buy
27,569
+4,267
+18% +$191K 0.44% 56
2020
Q3 		$1.02M Buy
23,302
+2,887
+14% +$127K 0.42% 58
2020
Q2 		$876K Buy
+20,415
New +$862K 0.4% 61

Other funds holding SHYG

PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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 22.96% 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

Private Portfolio Partners's SHYG Position: Q1 2021 in Review

Private Portfolio Partners sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2021, closing a stake of 27,569 shares — an estimated $1.25M sold.

Private Portfolio Partners first reported a position in SHYG in Q2 2020 and held it in 3 quarters. The position peaked at $1.25M in Q4 2020. 406 funds tracked by Wall St. Rank hold SHYG as of Q1 2021.

  • Private Portfolio Partners reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Private Portfolio Partners sold 27,569 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2021, an estimated $1.25M.
  • Private Portfolio Partners first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2020 and held it in 3 quarters.
  • Private Portfolio Partners's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.25M 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 Private Portfolio Partners's 13F filing for Q1 2021, filed 17 May 2021.