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 New York $6.73T AUM 46.02% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return

Spotlight Asset Group's SHYG Position: Q3 2021 in Review

Spotlight Asset Group reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 48% in Q3 2021, selling an estimated $486K and leaving 11,656 shares worth $533K. The position accounts for 0.27% of the portfolio, ranked #64.

Spotlight Asset Group first reported a position in SHYG in Q4 2019 and has held it in 8 quarters since. The position peaked at $5.65M in Q4 2019. 413 funds tracked by Wall St. Rank hold SHYG as of Q3 2021.

Spotlight Asset Group held 11,656 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $533K as of Q3 2021.
Spotlight Asset Group sold 10,628 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2021, an estimated $486K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.27% of Spotlight Asset Group's portfolio in Q3 2021, its #64 holding.
Spotlight Asset Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2019 and has held it in 8 quarters since.
Spotlight Asset Group's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $5.65M 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 Spotlight Asset Group's 13F filing for Q3 2021, filed 28 Oct 2021.