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V Wealth Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

V Wealth Advisors’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
-7,789
Closed -$319K – 378
2020
Q1 		$319K Buy
+7,789
New +$349K 0.1% 208

Other funds holding SHYG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
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
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

V Wealth Advisors's SHYG Position: Q2 2020 in Review

V Wealth Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2020, closing a stake of 7,789 shares — an estimated $319K sold.

V Wealth Advisors first reported a position in SHYG in Q1 2020 and held it in 1 quarter. The position peaked at $319K in Q1 2020. 369 funds tracked by Wall St. Rank hold SHYG as of Q2 2020.

  • V Wealth Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • V Wealth Advisors sold 7,789 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2020, an estimated $319K.
  • V Wealth Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2020 and held it in 1 quarter.
  • V Wealth Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $319K in Q1 2020.
  • 369 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2020.

Based on V Wealth Advisors's 13F filing for Q2 2020, filed 29 Jul 2020.