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

Weaver Consulting Group’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
-4,531
Closed -$199K – 758
2020
Q3 		$199K Sell
4,531
-1,022
-18% -$44.9K 0.11% 121
2020
Q2 		$238K Buy
5,553
+4,318
+350% +$182K 0.14% 102
2020
Q1 		$51K Buy
+1,235
New +$55.3K 0.03% 223

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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Weaver Consulting Group's SHYG Position: Q4 2020 in Review

Weaver Consulting Group sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2020, closing a stake of 4,531 shares — an estimated $199K sold.

Weaver Consulting Group first reported a position in SHYG in Q1 2020 and held it in 3 quarters. The position peaked at $238K in Q2 2020. 441 funds tracked by Wall St. Rank hold SHYG as of Q4 2020.

  • Weaver Consulting Group reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 4,531 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2020, an estimated $199K.
  • Weaver Consulting Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2020 and held it in 3 quarters.
  • Weaver Consulting Group's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $238K in Q2 2020.
  • 441 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.