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Concert Wealth Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Concert Wealth Management’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
2016
Q4 		– Sell
-19
Closed -$1K – 855
2016
Q3 		$1K Buy
+19
New +$889 ﹤0.01% 1008

Other funds holding SHYG

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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Concert Wealth Management's SHYG Position: Q4 2016 in Review

Concert Wealth Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2016, closing a stake of 19 shares — an estimated $1K sold.

Concert Wealth Management first reported a position in SHYG in Q3 2016 and held it in 1 quarter. The position peaked at $1K in Q3 2016. 97 funds tracked by Wall St. Rank hold SHYG as of Q4 2016.

  • Concert Wealth Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 19 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2016, an estimated $1K.
  • Concert Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1K in Q3 2016.
  • 97 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.