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WP Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

WP Advisors’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
Q1 		– Sell
-185,452
Closed -$8.61M – 62
2019
Q4 		$8.61M Buy
185,452
+6,777
+4% +$313K 8.89% 3
2019
Q3 		$8.31M Buy
178,675
+21,673
+14% +$1.01M 9.52% 3
2019
Q2 		$7.33M Sell
157,002
-2,563
-2% -$119K 8.18% 4
2019
Q1 		$74.5K Buy
159,565
+3,153
+2% +$146K 8.11% 3
2018
Q4 		$6.97M Sell
156,412
-51,465
-25% -$2.36M 6.87% 4
2018
Q3 		$9.79M Buy
207,877
+1,157
+0.6% +$54.2K 9.11% 3
2018
Q2 		$9.64M Buy
206,720
+3,601
+2% +$168K 9.09% 3
2018
Q1 		$9.5M Sell
203,119
-2,542
-1% -$119K 10.26% 3
2017
Q4 		$9.69M Buy
205,661
+20,321
+11% +$962K 9.38% 3
2017
Q3 		$8.87M Buy
185,340
+15,635
+9% +$745K 6.7% 5
2017
Q2 		$8.12M Buy
169,705
+3,463
+2% +$165K 5.89% 6
2017
Q1 		$7.94M Buy
166,242
+8,099
+5% +$386K 4.99% 6
2016
Q4 		$7.49M Buy
+158,143
New +$7.43M 5.23% 5

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
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 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
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WP Advisors's SHYG Position: Q1 2020 in Review

WP Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2020, closing a stake of 185,452 shares — an estimated $8.61M sold.

WP Advisors first reported a position in SHYG in Q4 2016 and held it in 13 quarters. The position peaked at $9.79M in Q3 2018. 337 funds tracked by Wall St. Rank hold SHYG as of Q1 2020.

  • WP Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • WP Advisors sold 185,452 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2020, an estimated $8.61M.
  • WP Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2016 and held it in 13 quarters.
  • WP Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $9.79M in Q3 2018.
  • 337 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2020.

Based on WP Advisors's 13F filing for Q1 2020, filed 29 Apr 2020.