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

American Economic Planning 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 Q3	$223K	Sell	4,796 -12	-0.2%	-$557	0.06%	84
2019 Q2	$225K	Buy	4,808 +378	+9%	+$17.6K	0.07%	83
2019 Q1	$207K	Buy	+4,430	New	+$204K	0.06%	86
2018 Q1	–	Sell	-4,667	Closed	-$220K	–	87
2017 Q4	$220K	Sell	4,667 -199	-4%	-$9.42K	0.08%	77
2017 Q3	$233K	Sell	4,866 -273	-5%	-$13K	0.09%	69
2017 Q2	$246K	Sell	5,139 -6,849	-57%	-$327K	0.1%	65
2017 Q1	$573K	Sell	11,988 -1,783	-13%	-$84.9K	0.23%	32
2016 Q4	$651K	Buy	13,771 +3,391	+33%	+$159K	0.28%	24
2016 Q3	$606K	Hold	10,380	–	–	0.24%	26
2016 Q2	$481K	Buy	+10,380	New	+$474K	0.19%	27

Other funds holding SHYG

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

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

American Economic Planning Group's SHYG Position: Q3 2019 in Review

American Economic Planning Group reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 0.25% in Q3 2019, selling an estimated $557 and leaving 4,796 shares worth $223K. The position accounts for 0.06% of the portfolio, ranked #84.

American Economic Planning Group first reported a position in SHYG in Q2 2016 and has held it in 10 quarters since. The position peaked at $651K in Q4 2016. 243 funds tracked by Wall St. Rank hold SHYG as of Q3 2019.

American Economic Planning Group held 4,796 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $223K as of Q3 2019.
American Economic Planning Group sold 12 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2019, an estimated $557.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.06% of American Economic Planning Group's portfolio in Q3 2019, its #84 holding.
American Economic Planning Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2016 and has held it in 10 quarters since.
American Economic Planning Group's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $651K in Q4 2016.
243 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2019.

Based on American Economic Planning Group's 13F filing for Q3 2019, filed 9 Oct 2019.