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BB&T Investment Services’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

BB&T Investment Services’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
2017
Q4 		$519K Buy
11,081
+2,636
+31% +$125K 0.09% 198
2017
Q3 		$405K Buy
8,445
+2,695
+47% +$128K 0.08% 205
2017
Q2 		$276K Buy
5,750
+4,164
+263% +$199K 0.07% 215
2017
Q1 		$77K Buy
+1,586
New +$75.5K 0.03% 301

Other funds holding SHYG

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BB&T Investment Services's SHYG Position: Q4 2017 in Review

BB&T Investment Services increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 31% in Q4 2017, buying an estimated $125K and bringing the position to 11,081 shares worth $519K. The position accounts for 0.09% of the portfolio, ranked #198.

BB&T Investment Services first reported a position in SHYG in Q1 2017 and has held it in 4 quarters since. 167 funds tracked by Wall St. Rank hold SHYG as of Q4 2017.

  • BB&T Investment Services held 11,081 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $519K as of Q4 2017.
  • BB&T Investment Services bought 2,636 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2017, an estimated $125K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.09% of BB&T Investment Services's portfolio in Q4 2017, its #198 holding.
  • BB&T Investment Services first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2017 and has held it in 4 quarters since.
  • 167 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.