Squar Milner Financial Services’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Squar Milner Financial Services’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 Q2	–	Sell	-1,114	Closed	-$45K	–	619
2020 Q1	$45K	Buy	1,114 +291	+35%	+$13K	0.03%	368
2019 Q4	$38K	Buy	+823	New	+$38K	0.02%	436
2019 Q3	–	Sell	-215	Closed	-$10K	–	622
2019 Q2	$10K	Hold	215	–	–	0.01%	526
2019 Q1	$10K	Hold	215	–	–	0.01%	526
2018 Q4	$10K	Hold	215	–	–	0.01%	471
2018 Q3	$10K	Sell	215 -860	-80%	-$40.3K	0.01%	502
2018 Q2	$50K	Sell	1,075 -4,737	-82%	-$221K	0.04%	329
2018 Q1	$272K	Hold	5,812	–	–	0.34%	107
2017 Q4	$275K	Buy	+5,812	New	+$275K	0.33%	108

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Squar Milner Financial Services's SHYG Position: Q2 2020 in Review

Squar Milner Financial Services sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2020, closing a stake of 1,114 shares — an estimated $45K sold.

Squar Milner Financial Services first reported a position in SHYG in Q4 2017 and held it in 9 quarters. The position peaked at $275K in Q4 2017. 369 funds tracked by Wall St. Rank hold SHYG as of Q2 2020.

Squar Milner Financial Services reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 1,114 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2020, an estimated $45K.
Squar Milner Financial Services first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2017 and held it in 9 quarters.
Squar Milner Financial Services's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $275K in Q4 2017.
369 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.