Sargent Bickham Lagudis’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Sargent Bickham Lagudis’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 Q3	–	Sell	-345	Closed	-$15K	–	830
2020 Q2	$15K	Sell	345 -366	-51%	-$15.5K	﹤0.01%	527
2020 Q1	$29K	Hold	711	–	–	﹤0.01%	408
2019 Q4	$33K	Buy	711 +6	+0.9%	+$277	﹤0.01%	442
2019 Q3	$33K	Buy	705 +4	+0.6%	+$186	﹤0.01%	399
2019 Q2	$33K	Sell	701 -1,076	-61%	-$50.1K	﹤0.01%	420
2019 Q1	$83K	Buy	1,777 +1,151	+184%	+$53.1K	0.01%	316
2018 Q4	$28K	Sell	626 -830	-57%	-$38.1K	﹤0.01%	443
2018 Q3	$69K	Buy	1,456 +1,031	+243%	+$48.3K	0.01%	322
2018 Q2	$20K	Sell	425 -145	-25%	-$6.78K	﹤0.01%	484
2018 Q1	$27K	Buy	570 +176	+45%	+$8.26K	﹤0.01%	448
2017 Q4	$19K	Sell	394 -538	-58%	-$25.5K	﹤0.01%	501
2017 Q3	$45K	Buy	932 +512	+122%	+$24.4K	0.01%	386
2017 Q2	$20K	Buy	+420	New	+$20.1K	﹤0.01%	482

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 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

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

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

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

Sargent Bickham Lagudis's SHYG Position: Q3 2020 in Review

Sargent Bickham Lagudis sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2020, closing a stake of 345 shares — an estimated $15K sold.

Sargent Bickham Lagudis first reported a position in SHYG in Q2 2017 and held it in 13 quarters. The position peaked at $83K in Q1 2019. 380 funds tracked by Wall St. Rank hold SHYG as of Q3 2020.

Sargent Bickham Lagudis reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
Sargent Bickham Lagudis sold 345 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2020, an estimated $15K.
Sargent Bickham Lagudis first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2017 and held it in 13 quarters.
Sargent Bickham Lagudis's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $83K in Q1 2019.
380 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2020.

Based on Sargent Bickham Lagudis's 13F filing for Q3 2020, filed 1 Sep 2021.