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

Advisor 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
2019
Q4 		$6.61M Buy
142,279
+46,667
+49% +$2.16M 0.05% 333
2019
Q3 		$4.45M Buy
95,612
+19,143
+25% +$889K 0.03% 453
2019
Q2 		$3.57M Buy
76,469
+29,730
+64% +$1.38M 0.03% 525
2019
Q1 		$2.19M Buy
46,739
+18,684
+67% +$862K 0.02% 681
2018
Q4 		$1.25M Sell
28,055
-6,339
-18% -$291K 0.01% 837
2018
Q3 		$1.62M Sell
34,394
-38,837
-53% -$1.82M 0.02% 735
2018
Q2 		$3.42M Buy
73,231
+3,956
+6% +$185K 0.05% 355
2018
Q1 		$3.24M Buy
69,275
+12,858
+23% +$603K 0.04% 373
2017
Q4 		$2.66M Buy
56,417
+15,917
+39% +$753K 0.04% 460
2017
Q3 		$1.94M Sell
40,500
-11,286
-22% -$538K 0.03% 518
2017
Q2 		$2.48M Buy
51,786
+14,946
+41% +$714K 0.04% 412
2017
Q1 		$1.76M Buy
36,840
+546
+2% +$26K 0.04% 497
2016
Q4 		$1.72M Buy
36,294
+27,078
+294% +$1.27M 0.04% 473
2016
Q3 		$436K Sell
9,216
-342
-4% -$16K 0.01% 1042
2016
Q2 		$439K Buy
+9,558
New +$436K 0.01% 989

Other funds holding SHYG

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advisor Group's SHYG Position: Q4 2019 in Review

Advisor Group increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 49% in Q4 2019, buying an estimated $2.16M and bringing the position to 142,279 shares worth $6.61M. The position accounts for 0.05% of the portfolio, ranked #333.

Advisor Group first reported a position in SHYG in Q2 2016 and has held it in 15 quarters since. 294 funds tracked by Wall St. Rank hold SHYG as of Q4 2019.

  • Advisor Group held 142,279 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $6.61M as of Q4 2019.
  • Advisor Group bought 46,667 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2019, an estimated $2.16M.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.05% of Advisor Group's portfolio in Q4 2019, its #333 holding.
  • Advisor Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2016 and has held it in 15 quarters since.
  • 294 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.