TAP Consulting’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

TAP Consulting’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 Q2	–	Sell	-13,073	Closed	-$599K	–	145
2021 Q1	$599K	Buy	13,073 +111	+0.9%	+$5.05K	0.19%	89
2020 Q4	$589K	Sell	12,962 -22,952	-64%	-$1.03M	0.21%	88
2020 Q3	$1.58M	Buy	35,914 +467	+1%	+$20.5K	0.62%	49
2020 Q2	$1.52M	Buy	35,447 +493	+1%	+$20.8K	0.75%	43
2020 Q1	$1.43M	Buy	34,954 +293	+0.8%	+$13.1K	0.96%	41
2019 Q4	$1.61M	Buy	34,661 +607	+2%	+$28.1K	0.9%	41
2019 Q3	$1.58M	Buy	+34,054	New	+$1.58M	0.93%	41

Other funds holding SHYG

PCA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MAM

Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

TAP Consulting's SHYG Position: Q2 2021 in Review

TAP Consulting sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2021, closing a stake of 13,073 shares — an estimated $599K sold.

TAP Consulting first reported a position in SHYG in Q3 2019 and held it in 7 quarters. The position peaked at $1.61M in Q4 2019. 401 funds tracked by Wall St. Rank hold SHYG as of Q2 2021.

TAP Consulting reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
TAP Consulting sold 13,073 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2021, an estimated $599K.
TAP Consulting first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2019 and held it in 7 quarters.
TAP Consulting's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.61M in Q4 2019.
401 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2021.

Based on TAP Consulting's 13F filing for Q2 2021, filed 6 Aug 2021.