SSC
SFHY

Syverson Strege & Co’s WisdomTree U.S. Short Term High Yield Corporate Bond Fund SFHY Stock Holding History

Syverson Strege & Co’s Portfolio SFHY Stock Details SFHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-27
Closed -$1K – 290
2020
Q4 		$1K Buy
+27
New +$1.31K ﹤0.01% 243

Other funds holding SFHY

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Syverson Strege & Co's SFHY Position: Q1 2021 in Review

Syverson Strege & Co sold out of WisdomTree U.S. Short Term High Yield Corporate Bond Fund (SFHY) in Q1 2021, closing a stake of 27 shares — an estimated $1K sold.

Syverson Strege & Co first reported a position in SFHY in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 12 funds tracked by Wall St. Rank hold SFHY as of Q1 2021.

  • Syverson Strege & Co reported no remaining WisdomTree U.S. Short Term High Yield Corporate Bond Fund position as of Q1 2021 after selling out during the quarter.
  • Syverson Strege & Co sold 27 WisdomTree U.S. Short Term High Yield Corporate Bond Fund shares in Q1 2021, an estimated $1K.
  • Syverson Strege & Co first reported a position in WisdomTree U.S. Short Term High Yield Corporate Bond Fund in Q4 2020 and held it in 1 quarter.
  • Syverson Strege & Co's WisdomTree U.S. Short Term High Yield Corporate Bond Fund position peaked at $1K in Q4 2020.
  • 12 funds tracked by Wall St. Rank held WisdomTree U.S. Short Term High Yield Corporate Bond Fund as of Q1 2021.

Based on Syverson Strege & Co's 13F filing for Q1 2021, filed 7 May 2021.