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

Provident Wealth Management’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
2020 Q4	–	Sell	-99	Closed	-$4K	–	228
2020 Q3	$4K	Sell	99 -1	-1%	-$44	﹤0.01%	215
2020 Q2	$4K	Sell	100 -12,539	-99%	-$530K	﹤0.01%	67
2020 Q1	$517K	Buy	12,639 +537	+4%	+$24.1K	0.63%	30
2019 Q4	$562K	Buy	+12,102	New	+$559K	0.5%	30

Other funds holding SHYG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Provident Wealth Management's SHYG Position: Q4 2020 in Review

Provident Wealth Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2020, closing a stake of 99 shares — an estimated $4K sold.

Provident Wealth Management first reported a position in SHYG in Q4 2019 and held it in 4 quarters. The position peaked at $562K in Q4 2019. 441 funds tracked by Wall St. Rank hold SHYG as of Q4 2020.

Provident Wealth Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
Provident Wealth Management sold 99 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2020, an estimated $4K.
Provident Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2019 and held it in 4 quarters.
Provident Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $562K in Q4 2019.
441 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2020.

Based on Provident Wealth Management's 13F filing for Q4 2020, filed 20 Jan 2021.