Asset Planning Services (Pennsylvania)’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Asset Planning Services (Pennsylvania)’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	-2,448	Closed	-$114K	–	278
2018 Q3	$114K	Buy	2,448 +58	+2%	+$2.72K	0.05%	86
2018 Q2	$111K	Buy	2,390 +32	+1%	+$1.5K	0.05%	88
2018 Q1	$110K	Buy	2,358 +21	+0.9%	+$986	0.06%	89
2017 Q4	$110K	Buy	2,337 +39	+2%	+$1.84K	0.06%	96
2017 Q3	$110K	Buy	2,298 +31	+1%	+$1.48K	0.06%	100
2017 Q2	$109K	Buy	2,267 +32	+1%	+$1.53K	0.07%	98
2017 Q1	$107K	Buy	2,235 +21	+0.9%	+$1K	0.07%	103
2016 Q4	$105K	Buy	2,214 +40	+2%	+$1.88K	0.08%	90
2016 Q3	$103K	Buy	2,174 +31	+1%	+$1.45K	0.09%	89
2016 Q2	$99K	Buy	2,143 +32	+2%	+$1.46K	0.09%	100
2016 Q1	$95K	Buy	2,111 +19	+0.9%	+$838	0.09%	106
2015 Q4	$93K	Buy	2,092 +38	+2%	+$1.74K	0.09%	84
2015 Q3	$94K	Buy	2,054 +25	+1%	+$1.19K	0.09%	77
2015 Q2	$99K	Buy	+2,029	New	+$99.5K	0.1%	80

Other funds holding SHYG

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s SHYG Position: Q4 2018 in Review

Asset Planning Services (Pennsylvania) sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2018, closing a stake of 2,448 shares — an estimated $114K sold.

Asset Planning Services (Pennsylvania) first reported a position in SHYG in Q2 2015 and held it in 14 quarters. The position peaked at $114K in Q3 2018. 228 funds tracked by Wall St. Rank hold SHYG as of Q4 2018.

Asset Planning Services (Pennsylvania) reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 2,448 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2018, an estimated $114K.
Asset Planning Services (Pennsylvania) first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2015 and held it in 14 quarters.
Asset Planning Services (Pennsylvania)'s iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $114K 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 Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2018, filed 14 Feb 2019.