Rowland Carmichael Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Rowland Carmichael Advisors’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	$2.19M	Buy	48,236 +2,905	+6%	+$130K	0.69%	31
2020 Q3	$1.99M	Buy	45,331 +2,341	+5%	+$103K	0.78%	24
2020 Q2	$1.84M	Buy	42,990 +4,679	+12%	+$198K	0.78%	25
2020 Q1	$1.57M	Buy	+38,311	New	+$1.72M	0.8%	23
2019 Q4	–	Sell	-900	Closed	-$42K	–	368
2019 Q3	$42K	Hold	900	–	–	0.01%	309
2019 Q2	$42K	Hold	900	–	–	0.01%	292
2019 Q1	$42K	Buy	+900	New	+$41.5K	0.02%	284
2017 Q1	–	Sell	-900	Closed	-$43K	–	312
2016 Q4	$43K	Buy	+900	New	+$42.3K	0.03%	265

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 $49B AUM 17.78% 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 $71.6B AUM 21.08% 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

Rowland Carmichael Advisors's SHYG Position: Q4 2020 in Review

Rowland Carmichael Advisors increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 6.4% in Q4 2020, buying an estimated $130K and bringing the position to 48,236 shares worth $2.19M. The position accounts for 0.69% of the portfolio, ranked #31.

Rowland Carmichael Advisors first reported a position in SHYG in Q4 2016 and has held it in 8 quarters since. 441 funds tracked by Wall St. Rank hold SHYG as of Q4 2020.

Rowland Carmichael Advisors held 48,236 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $2.19M as of Q4 2020.
Rowland Carmichael Advisors bought 2,905 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2020, an estimated $130K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.69% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #31 holding.
Rowland Carmichael Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2016 and has held it in 8 quarters since.
441 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.