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

Cardan Capital Partners’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	–	Sell	-342,898	Closed	-$15.3M	–	183
2018 Q4	$15.3M	Buy	342,898 +22,727	+7%	+$1.04M	2.68%	12
2018 Q3	$15.1M	Buy	320,171 +32,674	+11%	+$1.53M	2.36%	13
2018 Q2	$13.4M	Buy	287,497 +119,246	+71%	+$5.57M	2.19%	14
2018 Q1	$7.87M	Sell	168,251 -23,831	-12%	-$1.12M	1.31%	18
2017 Q4	$9.05M	Buy	192,082 +9,726	+5%	+$460K	1.71%	15
2017 Q3	$8.72M	Buy	182,356 +14,976	+9%	+$714K	1.74%	15
2017 Q2	$8.01M	Buy	167,380 +15,657	+10%	+$748K	1.56%	17
2017 Q1	$7.25M	Sell	151,723 -25,354	-14%	-$1.21M	1.51%	17
2016 Q4	$8.38M	Buy	177,077 +5,167	+3%	+$243K	1.87%	14
2016 Q3	$8.13M	Buy	171,910 +8,129	+5%	+$380K	1.82%	16
2016 Q2	$7.59M	Buy	163,781 +12,486	+8%	+$570K	1.87%	15
2016 Q1	$6.81M	Buy	+151,295	New	+$6.67M	1.7%	18

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 $79.5B AUM 27.1% 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

Cardan Capital Partners's SHYG Position: Q1 2019 in Review

Cardan Capital Partners sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2019, closing a stake of 342,898 shares — an estimated $15.3M sold.

Cardan Capital Partners first reported a position in SHYG in Q1 2016 and held it in 12 quarters. The position peaked at $15.3M in Q4 2018. 245 funds tracked by Wall St. Rank hold SHYG as of Q1 2019.

Cardan Capital Partners reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
Cardan Capital Partners sold 342,898 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2019, an estimated $15.3M.
Cardan Capital Partners first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2016 and held it in 12 quarters.
Cardan Capital Partners's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $15.3M in Q4 2018.
245 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2019.

Based on Cardan Capital Partners's 13F filing for Q1 2019, filed 9 Apr 2019.