Smith & Howard Wealth Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-21,105
Closed -$863K 69
2020
Q1
$863K Sell
21,105
-142,208
-87% -$6.37M 0.55% 29
2019
Q4
$7.58M Buy
+163,313
New +$7.55M 2.58% 12

Other funds holding SHYG

Smith & Howard Wealth Management's SHYG Position: Q2 2020 in Review

Smith & Howard Wealth Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2020, closing a stake of 21,105 shares — an estimated $863K sold.

Smith & Howard Wealth Management first reported a position in SHYG in Q4 2019 and held it in 2 quarters. The position peaked at $7.58M in Q4 2019. 369 funds tracked by Wall St. Rank hold SHYG as of Q2 2020.

  • Smith & Howard Wealth Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 21,105 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2020, an estimated $863K.
  • Smith & Howard Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2019 and held it in 2 quarters.
  • Smith & Howard Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $7.58M in Q4 2019.
  • 369 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2020.

Based on Smith & Howard Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.