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

Baird’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
2015
Q1 		$224K Sell
4,565
-815
-15% -$39.8K ﹤0.01% 1194
2014
Q4 		$261K Hold
5,380
– – ﹤0.01% 1132
2014
Q3 		$266K Buy
+5,380
New +$270K ﹤0.01% 1001

Other funds holding SHYG

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Baird's SHYG Position: Q1 2015 in Review

Baird reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 15% in Q1 2015, selling an estimated $39.8K and leaving 4,565 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #1194.

Baird first reported a position in SHYG in Q3 2014 and has held it in 3 quarters since. The position peaked at $266K in Q3 2014. 26 funds tracked by Wall St. Rank hold SHYG as of Q1 2015.

  • Baird held 4,565 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $224K as of Q1 2015.
  • Baird sold 815 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2015, an estimated $39.8K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up ﹤0.01% of Baird's portfolio in Q1 2015, its #1194 holding.
  • Baird first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2014 and has held it in 3 quarters since.
  • Baird's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $266K in Q3 2014.
  • 26 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.