Aviance Capital Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Aviance Capital Management’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 Q1	$6K	Hold	137	–	–	﹤0.01%	202
2018 Q4	$6K	Sell	137 -49	-26%	-$2.25K	﹤0.01%	206
2018 Q3	$9K	Sell	186 -88,693	-100%	-$4.15M	﹤0.01%	188
2018 Q2	$4.14M	Sell	88,879 -60,252	-40%	-$2.82M	0.35%	60
2018 Q1	$6.98M	Sell	149,131 -19,693	-12%	-$924K	0.54%	48
2017 Q4	$7.96M	Sell	168,824 -38,194	-18%	-$1.81M	0.57%	46
2017 Q3	$9.9M	Sell	207,018 -33,274	-14%	-$1.59M	0.68%	39
2017 Q2	$11.5M	Sell	240,292 -44,626	-16%	-$2.13M	0.72%	38
2017 Q1	$13.6M	Sell	284,918 -37,848	-12%	-$1.8M	0.76%	36
2016 Q4	$15.3M	Sell	322,766 -49,335	-13%	-$2.32M	0.81%	37
2016 Q3	$17.6M	Sell	372,101 -29,308	-7%	-$1.37M	0.49%	60
2016 Q2	$18.6M	Sell	401,409 -28,976	-7%	-$1.32M	0.56%	53
2016 Q1	$19.4M	Sell	430,385 -42,711	-9%	-$1.88M	0.64%	46
2015 Q4	$21.1M	Sell	473,096 -54,671	-10%	-$2.5M	0.69%	34
2015 Q3	$24.2M	Buy	+527,767	New	+$25M	0.85%	35
2015 Q2	–	Sell	-798,077	Closed	-$39.1M	–	209
2015 Q1	$39.1M	Buy	+798,077	New	+$39M	1.45%	22

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

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

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

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

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

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

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

Aviance Capital Management's SHYG Position: Q1 2019 in Review

Aviance Capital Management held its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) position steady in Q1 2019 at 137 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #202.

Aviance Capital Management first reported a position in SHYG in Q1 2015 and has held it in 16 quarters since. The position peaked at $39.1M in Q1 2015. 245 funds tracked by Wall St. Rank hold SHYG as of Q1 2019.

Aviance Capital Management held 137 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $6K as of Q1 2019.
Aviance Capital Management left its iShares 0-5 Year High Yield Corporate Bond ETF share count unchanged in Q1 2019.
iShares 0-5 Year High Yield Corporate Bond ETF made up ﹤0.01% of Aviance Capital Management's portfolio in Q1 2019, its #202 holding.
Aviance Capital Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2015 and has held it in 16 quarters since.
Aviance Capital Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $39.1M in Q1 2015.
245 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2019.

Based on Aviance Capital Management's 13F filing for Q1 2019, filed 15 May 2019.