Whitener Capital Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Whitener Capital 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
2019 Q4	–	Sell	-40	Closed	-$1K	–	375
2019 Q3	$1K	Buy	40 +4	+11%	+$186	﹤0.01%	472
2019 Q2	$1K	Buy	36 +3	+9%	+$140	﹤0.01%	462
2019 Q1	$1K	Buy	33 +4	+14%	+$185	﹤0.01%	462
2018 Q4	$1K	Buy	29 +2	+7%	+$92	﹤0.01%	428
2018 Q3	$1K	Buy	+27	New	+$1.26K	﹤0.01%	450
2018 Q2	–	Sell	-21	Closed	–	–	352
2018 Q1	$0	Buy	21 +3	+17%	+$141	﹤0.01%	491
2017 Q4	$0	Buy	+18	New	+$852	﹤0.01%	438

Other funds holding SHYG

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Whitener Capital Management's SHYG Position: Q4 2019 in Review

Whitener Capital Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2019, closing a stake of 40 shares — an estimated $1K sold.

Whitener Capital Management first reported a position in SHYG in Q4 2017 and held it in 7 quarters. The position peaked at $1K in Q3 2019. 294 funds tracked by Wall St. Rank hold SHYG as of Q4 2019.

Whitener Capital Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
Whitener Capital Management sold 40 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2019, an estimated $1K.
Whitener Capital Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2017 and held it in 7 quarters.
Whitener Capital Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1K in Q3 2019.
294 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.