AW
SHYG icon

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

ACG Wealth’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
2015
Q3 		– Sell
-4,395
Closed -$214K – 232
2015
Q2 		$214K Sell
4,395
-15
-0.3% -$736 0.05% 196
2015
Q1 		$216K Buy
+4,410
New +$215K 0.06% 193

Other funds holding SHYG

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ACG Wealth's SHYG Position: Q3 2015 in Review

ACG Wealth sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2015, closing a stake of 4,395 shares — an estimated $214K sold.

ACG Wealth first reported a position in SHYG in Q1 2015 and held it in 2 quarters. The position peaked at $216K in Q1 2015. 41 funds tracked by Wall St. Rank hold SHYG as of Q3 2015.

  • ACG Wealth reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2015 after selling out during the quarter.
  • ACG Wealth sold 4,395 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2015, an estimated $214K.
  • ACG Wealth first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2015 and held it in 2 quarters.
  • ACG Wealth's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $216K in Q1 2015.
  • 41 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2015.

Based on ACG Wealth's 13F filing for Q3 2015, filed 10 Nov 2015.