CG
SHYG icon

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

Caprock Group’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
Q2 		– Sell
-14,836
Closed -$709K – 460
2017
Q1 		$709K Hold
14,836
– – 0.17% 118
2016
Q4 		$702K Buy
+14,836
New +$697K 0.18% 114

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
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Caprock Group's SHYG Position: Q2 2017 in Review

Caprock Group sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2017, closing a stake of 14,836 shares — an estimated $709K sold.

Caprock Group first reported a position in SHYG in Q4 2016 and held it in 2 quarters. The position peaked at $709K in Q1 2017. 126 funds tracked by Wall St. Rank hold SHYG as of Q2 2017.

  • Caprock Group reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2017 after selling out during the quarter.
  • Caprock Group sold 14,836 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2017, an estimated $709K.
  • Caprock Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2016 and held it in 2 quarters.
  • Caprock Group's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $709K in Q1 2017.
  • 126 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2017.

Based on Caprock Group's 13F filing for Q2 2017, filed 27 Jul 2017.