Valtinson Bruner Financial Planning’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Valtinson Bruner Financial Planning’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 Q4	–	Sell	-5,805	Closed	-$254K	–	80
2020 Q3	$254K	Hold	5,805	–	–	0.18%	65
2020 Q2	$257K	Hold	5,805	–	–	0.18%	67
2020 Q1	$240K	Hold	5,805	–	–	0.19%	59
2019 Q4	$270K	Sell	5,805 -2	-0%	-$92	0.19%	61
2019 Q3	$269K	Sell	5,807 -795	-12%	-$36.9K	0.22%	55
2019 Q2	$308K	Sell	6,602 -1,816	-22%	-$84.5K	0.26%	39
2019 Q1	$393K	Sell	8,418 -863	-9%	-$39.8K	0.34%	29
2018 Q4	$413K	Buy	+9,281	New	+$426K	0.43%	21

Other funds holding SHYG

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Valtinson Bruner Financial Planning's SHYG Position: Q4 2020 in Review

Valtinson Bruner Financial Planning sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2020, closing a stake of 5,805 shares — an estimated $254K sold.

Valtinson Bruner Financial Planning first reported a position in SHYG in Q4 2018 and held it in 8 quarters. The position peaked at $413K in Q4 2018. 441 funds tracked by Wall St. Rank hold SHYG as of Q4 2020.

Valtinson Bruner Financial Planning reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
Valtinson Bruner Financial Planning sold 5,805 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2020, an estimated $254K.
Valtinson Bruner Financial Planning first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2018 and held it in 8 quarters.
Valtinson Bruner Financial Planning's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $413K in Q4 2018.
441 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2020.

Based on Valtinson Bruner Financial Planning's 13F filing for Q4 2020, filed 8 Jan 2021.