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

Clear Perspective 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
2018 Q3	–	Sell	-480	Closed	-$22K	–	382
2018 Q2	$22K	Hold	480	–	–	0.02%	313
2018 Q1	$22K	Hold	480	–	–	0.02%	304
2017 Q4	$23K	Sell	480 -53	-10%	-$2.51K	0.02%	283
2017 Q3	$25K	Buy	533 +53	+11%	+$2.53K	0.02%	276
2017 Q2	$23K	Hold	480	–	–	0.02%	281
2017 Q1	$23K	Buy	+480	New	+$22.9K	0.02%	265

Other funds holding SHYG

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Clear Perspective Advisors's SHYG Position: Q3 2018 in Review

Clear Perspective Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2018, closing a stake of 480 shares — an estimated $22K sold.

Clear Perspective Advisors first reported a position in SHYG in Q1 2017 and held it in 6 quarters. The position peaked at $25K in Q3 2017. 216 funds tracked by Wall St. Rank hold SHYG as of Q3 2018.

Clear Perspective Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 480 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2018, an estimated $22K.
Clear Perspective Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2017 and held it in 6 quarters.
Clear Perspective Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $25K in Q3 2017.
216 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.