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RDA Financial Network’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

RDA Financial Network’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
-6,991
Closed -$307K – 246
2020
Q3 		$307K Sell
6,991
-1
-0% -$44 0.14% 154
2020
Q2 		$300K Buy
6,992
+1,308
+23% +$55.3K 0.15% 146
2020
Q1 		$232K Buy
5,684
+57
+1% +$2.55K 0.14% 148
2019
Q4 		$262K Buy
+5,627
New +$260K 0.11% 195

Other funds holding SHYG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RDA Financial Network's SHYG Position: Q4 2020 in Review

RDA Financial Network sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2020, closing a stake of 6,991 shares — an estimated $307K sold.

RDA Financial Network first reported a position in SHYG in Q4 2019 and held it in 4 quarters. The position peaked at $307K in Q3 2020. 441 funds tracked by Wall St. Rank hold SHYG as of Q4 2020.

  • RDA Financial Network reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • RDA Financial Network sold 6,991 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2020, an estimated $307K.
  • RDA Financial Network first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2019 and held it in 4 quarters.
  • RDA Financial Network's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $307K in Q3 2020.
  • 441 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2020.

Based on RDA Financial Network's 13F filing for Q4 2020, filed 5 Feb 2021.