Sunflower Bank Wealth Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Sunflower Bank Wealth Management’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	-16,100	Closed	-$690K	–	124
2020 Q2	$690K	Sell	16,100 -65,625	-80%	-$2.77M	0.23%	58
2020 Q1	$3.34M	Buy	81,725 +1,485	+2%	+$66.5K	1.27%	14
2019 Q4	$3.73M	Buy	80,240 +1,520	+2%	+$70.2K	1.14%	16
2019 Q3	$3.66M	Buy	78,720 +3,370	+4%	+$156K	1.17%	19
2019 Q2	$3.52M	Sell	75,350 -31,855	-30%	-$1.48M	1.13%	18
2019 Q1	$5.01M	Buy	107,205 +3,330	+3%	+$154K	1.51%	15
2018 Q4	$4.63M	Sell	103,875 -620	-0.6%	-$28.4K	1.48%	14
2018 Q3	$4.92M	Sell	104,495 -2,725	-3%	-$128K	1.39%	15
2018 Q2	$5M	Buy	+107,220	New	+$5.01M	1.46%	15

Other funds holding SHYG

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

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sunflower Bank Wealth Management's SHYG Position: Q3 2020 in Review

Sunflower Bank Wealth Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2020, closing a stake of 16,100 shares — an estimated $690K sold.

Sunflower Bank Wealth Management first reported a position in SHYG in Q2 2018 and held it in 9 quarters. The position peaked at $5.01M in Q1 2019. 379 funds tracked by Wall St. Rank hold SHYG as of Q3 2020.

Sunflower Bank Wealth Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
Sunflower Bank Wealth Management sold 16,100 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2020, an estimated $690K.
Sunflower Bank Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2018 and held it in 9 quarters.
Sunflower Bank Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $5.01M in Q1 2019.
379 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.