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

Capital Planning Advisors’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
Q3 		– Sell
-7,757
Closed -$371K – 133
2017
Q2 		$371K Buy
+7,757
New +$371K 0.16% 96

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Planning Advisors's SHYG Position: Q3 2017 in Review

Capital Planning Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2017, closing a stake of 7,757 shares — an estimated $371K sold.

Capital Planning Advisors first reported a position in SHYG in Q2 2017 and held it in 1 quarter. The position peaked at $371K in Q2 2017. 132 funds tracked by Wall St. Rank hold SHYG as of Q3 2017.

  • Capital Planning Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Capital Planning Advisors sold 7,757 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2017, an estimated $371K.
  • Capital Planning Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2017 and held it in 1 quarter.
  • Capital Planning Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $371K in Q2 2017.
  • 132 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2017.

Based on Capital Planning Advisors's 13F filing for Q3 2017, filed 9 Nov 2017.