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

Wealth Advisory Solutions’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	-7,332	Closed	-$322K	–	190
2020 Q3	$322K	Buy	+7,332	New	+$322K	0.09%	137
2020 Q2	–	Sell	-11,185	Closed	-$457K	–	184
2020 Q1	$457K	Sell	11,185 -4,553	-29%	-$204K	0.16%	108
2019 Q4	$731K	Buy	+15,738	New	+$727K	0.19%	98

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 $49B AUM 17.78% 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 $71.6B AUM 21.08% 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

Wealth Advisory Solutions's SHYG Position: Q4 2020 in Review

Wealth Advisory Solutions sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2020, closing a stake of 7,332 shares — an estimated $322K sold.

Wealth Advisory Solutions first reported a position in SHYG in Q4 2019 and held it in 3 quarters. The position peaked at $731K in Q4 2019. 441 funds tracked by Wall St. Rank hold SHYG as of Q4 2020.

Wealth Advisory Solutions reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
Wealth Advisory Solutions sold 7,332 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2020, an estimated $322K.
Wealth Advisory Solutions first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2019 and held it in 3 quarters.
Wealth Advisory Solutions's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $731K in Q4 2019.
441 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2020.

Based on Wealth Advisory Solutions's 13F filing for Q4 2020, filed 28 Jan 2021.