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

Valeo Financial 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
2021 Q2	–	Sell	-1,043	Closed	-$48K	–	1597
2021 Q1	$48K	Buy	1,043 +58	+6%	+$2.64K	﹤0.01%	889
2020 Q4	$45K	Hold	985	–	–	﹤0.01%	816
2020 Q3	$43K	Hold	985	–	–	﹤0.01%	708
2020 Q2	$42K	Hold	985	–	–	﹤0.01%	794
2020 Q1	$43K	Hold	985	–	–	﹤0.01%	659
2019 Q4	$46K	Buy	+985	New	+$45.5K	﹤0.01%	686

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

Valeo Financial Advisors's SHYG Position: Q2 2021 in Review

Valeo Financial Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2021, closing a stake of 1,043 shares — an estimated $48K sold.

Valeo Financial Advisors first reported a position in SHYG in Q4 2019 and held it in 6 quarters. The position peaked at $48K in Q1 2021. 401 funds tracked by Wall St. Rank hold SHYG as of Q2 2021.

Valeo Financial Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 1,043 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2021, an estimated $48K.
Valeo Financial Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2019 and held it in 6 quarters.
Valeo Financial Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $48K in Q1 2021.
401 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.