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

RMR Wealth Builders’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
-372
Closed -$17K – 612
2021
Q1 		$17K Buy
+372
New +$16.9K ﹤0.01% 536

Other funds holding SHYG

PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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

RMR Wealth Builders's SHYG Position: Q2 2021 in Review

RMR Wealth Builders sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2021, closing a stake of 372 shares — an estimated $17K sold.

RMR Wealth Builders first reported a position in SHYG in Q1 2021 and held it in 1 quarter. The position peaked at $17K in Q1 2021. 401 funds tracked by Wall St. Rank hold SHYG as of Q2 2021.

  • RMR Wealth Builders reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 372 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2021, an estimated $17K.
  • RMR Wealth Builders first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2021 and held it in 1 quarter.
  • RMR Wealth Builders's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $17K in Q1 2021.
  • 401 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.