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Alpha Cubed Investments’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Alpha Cubed Investments’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
Q4 		– Sell
-8,862
Closed -$411K – 293
2018
Q3 		$411K Buy
+8,862
New +$415K 0.05% 185

Other funds holding SHYG

PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Alpha Cubed Investments's SHYG Position: Q4 2018 in Review

Alpha Cubed Investments sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2018, closing a stake of 8,862 shares — an estimated $411K sold.

Alpha Cubed Investments first reported a position in SHYG in Q3 2018 and held it in 1 quarter. The position peaked at $411K in Q3 2018. 228 funds tracked by Wall St. Rank hold SHYG as of Q4 2018.

  • Alpha Cubed Investments reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Alpha Cubed Investments sold 8,862 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2018, an estimated $411K.
  • Alpha Cubed Investments first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2018 and held it in 1 quarter.
  • Alpha Cubed Investments's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $411K in Q3 2018.
  • 228 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2018.

Based on Alpha Cubed Investments's 13F filing for Q4 2018, filed 29 Jan 2019.