Roble Belko & Company’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Roble Belko & Company’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 Q3	–	Sell	-912	Closed	-$42K	–	351
2021 Q2	$42K	Hold	912	–	–	0.01%	169
2021 Q1	$42K	Hold	912	–	–	0.01%	159
2020 Q4	$41K	Hold	912	–	–	0.01%	148
2020 Q3	$40K	Sell	912 -170	-16%	-$7.47K	0.01%	141
2020 Q2	$46K	Hold	1,082	–	–	0.01%	147
2020 Q1	$44K	Hold	1,082	–	–	0.01%	148
2019 Q4	$50K	Hold	1,082	–	–	0.01%	151
2019 Q3	$50K	Buy	+1,082	New	+$50.2K	0.01%	145

Other funds holding SHYG

PCA

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

Roble Belko & Company's SHYG Position: Q3 2021 in Review

Roble Belko & Company sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2021, closing a stake of 912 shares — an estimated $42K sold.

Roble Belko & Company first reported a position in SHYG in Q3 2019 and held it in 8 quarters. The position peaked at $50K in Q4 2019. 413 funds tracked by Wall St. Rank hold SHYG as of Q3 2021.

Roble Belko & Company reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
Roble Belko & Company sold 912 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2021, an estimated $42K.
Roble Belko & Company first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2019 and held it in 8 quarters.
Roble Belko & Company's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $50K in Q4 2019.
413 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2021.

Based on Roble Belko & Company's 13F filing for Q3 2021, filed 3 Nov 2021.