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

Allegis Investment 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
2018
Q1 		$7.86M Buy
167,902
+57,801
+52% +$2.71M 2.41% 7
2017
Q4 		$5.19M Buy
+110,101
New +$5.21M 1.53% 11

Other funds holding SHYG

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allegis Investment Advisors's SHYG Position: Q1 2018 in Review

Allegis Investment Advisors increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 52% in Q1 2018, buying an estimated $2.71M and bringing the position to 167,902 shares worth $7.86M. The position accounts for 2.41% of the portfolio, ranked #7.

Allegis Investment Advisors first reported a position in SHYG in Q4 2017 and has held it in 2 quarters since. 182 funds tracked by Wall St. Rank hold SHYG as of Q1 2018.

  • Allegis Investment Advisors held 167,902 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $7.86M as of Q1 2018.
  • Allegis Investment Advisors bought 57,801 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2018, an estimated $2.71M.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 2.41% of Allegis Investment Advisors's portfolio in Q1 2018, its #7 holding.
  • Allegis Investment Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2017 and has held it in 2 quarters since.
  • 182 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2018.

Based on Allegis Investment Advisors's 13F filing for Q1 2018, filed 24 Apr 2018.