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

Cornerstone Financial 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
2017
Q4 		$624K Buy
+12,412
New +$587K 0.2% 84

Other funds holding SHYG

CSIA
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cornerstone Financial Partners's SHYG Position: Q4 2017 in Review

Cornerstone Financial Partners opened a new position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2017: 12,412 shares worth $624K. The stake represents 0.2% of the portfolio and ranks #84 among its holdings.

167 funds tracked by Wall St. Rank hold SHYG as of Q4 2017.

  • Cornerstone Financial Partners held 12,412 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $624K as of Q4 2017.
  • iShares 0-5 Year High Yield Corporate Bond ETF was a new Cornerstone Financial Partners position in Q4 2017.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.2% of Cornerstone Financial Partners's portfolio in Q4 2017, its #84 holding.
  • 167 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2017.

Based on Cornerstone Financial Partners's 13F filing for Q4 2017, filed 22 Jan 2018.