SAG
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Spotlight Asset Group’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Spotlight Asset Group’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 		$533K Sell
11,656
-10,628
-48% -$486K 0.27% 64
2021
Q2 		$1.03M Buy
22,284
+4,576
+26% +$210K 0.4% 48
2021
Q1 		$811K Sell
17,708
-540
-3% -$24.6K 0.31% 64
2020
Q4 		$829K Sell
18,248
-304
-2% -$13.6K 0.31% 52
2020
Q3 		$815K Sell
18,552
-2,212
-11% -$97.2K 0.32% 52
2020
Q2 		$891K Sell
20,764
-105,794
-84% -$4.47M 0.37% 41
2020
Q1 		$5.17M Sell
126,558
-3,524
-3% -$158K 2.75% 10
2019
Q4 		$5.65M Buy
+130,082
New +$6.01M 2.7% 10

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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return