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

Curian Capital’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 Q1	–	Sell	-41,251	Closed	-$1.84M	–	320
2015 Q4	$1.84M	Sell	41,251 -103,808	-72%	-$4.74M	0.14%	159
2015 Q3	$6.64M	Sell	145,059 -44,671	-24%	-$2.12M	0.18%	139
2015 Q2	$9.23M	Buy	189,730 +12,625	+7%	+$619K	0.16%	163
2015 Q1	$8.69M	Buy	177,105 +20,840	+13%	+$1.02M	0.15%	177
2014 Q4	$7.59M	Buy	+156,265	New	+$7.67M	0.13%	191

Other funds holding SHYG

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

SAM

Sentinel Asset Management Montpelier, Vermont $868K AUM 45.44% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Curian Capital's SHYG Position: Q1 2016 in Review

Curian Capital sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2016, closing a stake of 41,251 shares — an estimated $1.84M sold.

Curian Capital first reported a position in SHYG in Q4 2014 and held it in 5 quarters. The position peaked at $9.23M in Q2 2015. 49 funds tracked by Wall St. Rank hold SHYG as of Q1 2016.

Curian Capital reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2016 after selling out during the quarter.
Curian Capital sold 41,251 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2016, an estimated $1.84M.
Curian Capital first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2014 and held it in 5 quarters.
Curian Capital's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $9.23M in Q2 2015.
49 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2016.

Based on Curian Capital's 13F filing for Q1 2016.