Wechter Feldman Wealth Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Wechter Feldman Wealth Management’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	$252K	Sell	5,471 -181	-3%	-$8.29K	0.18%	22
2021 Q1	$259K	Hold	5,652	–	–	0.19%	21
2020 Q4	$257K	Sell	5,652 -17,908	-76%	-$800K	0.19%	23
2020 Q3	$1.03M	Sell	23,560 -8,297	-26%	-$365K	0.81%	13
2020 Q2	$1.37M	Buy	31,857 +12	+0%	+$507	1.24%	10
2020 Q1	$1.3M	Sell	31,845 -11,271	-26%	-$505K	3.18%	10
2019 Q4	$2M	Sell	43,116 -448	-1%	-$20.7K	1.33%	12
2019 Q3	$2.02M	Sell	43,564 -1,438	-3%	-$66.8K	1.28%	13
2019 Q2	$2.1M	Sell	45,002 -2,890	-6%	-$134K	1.39%	13
2019 Q1	$2.24M	Sell	47,892 -2,067	-4%	-$95.4K	1.46%	12
2018 Q4	$2.23M	Sell	49,959 -6,892	-12%	-$316K	2.14%	11
2018 Q3	$2.68M	Sell	56,851 -19	-0%	-$890	1.64%	15
2018 Q2	$2.65M	Sell	56,870 -2,128	-4%	-$99.5K	1.82%	13
2018 Q1	$2.76M	Sell	58,998 -513	-0.9%	-$24.1K	1.95%	13
2017 Q4	$2.81M	Buy	+59,511	New	+$2.82M	1.96%	13

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 $58.2B AUM 22.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Wechter Feldman Wealth Management's SHYG Position: Q2 2021 in Review

Wechter Feldman Wealth Management reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 3.2% in Q2 2021, selling an estimated $8.29K and leaving 5,471 shares worth $252K. The position accounts for 0.18% of the portfolio, ranked #22.

Wechter Feldman Wealth Management first reported a position in SHYG in Q4 2017 and has held it in 15 quarters since. The position peaked at $2.81M in Q4 2017. 401 funds tracked by Wall St. Rank hold SHYG as of Q2 2021.

Wechter Feldman Wealth Management held 5,471 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $252K as of Q2 2021.
Wechter Feldman Wealth Management sold 181 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2021, an estimated $8.29K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.18% of Wechter Feldman Wealth Management's portfolio in Q2 2021, its #22 holding.
Wechter Feldman Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2017 and has held it in 15 quarters since.
Wechter Feldman Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $2.81M in Q4 2017.
401 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2021.

Based on Wechter Feldman Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.