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

Cypress Wealth 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
2016 Q2	–	Sell	-14,285	Closed	-$625K	–	204
2016 Q1	$625K	Hold	14,285	–	–	0.29%	76
2015 Q4	$636K	Hold	14,285	–	–	0.32%	69
2015 Q3	$654K	Hold	14,285	–	–	0.35%	62
2015 Q2	$695K	Buy	+14,285	New	+$700K	0.41%	61

Other funds holding SHYG

CSIA

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

ACM

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

LTFS

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cypress Wealth Advisors's SHYG Position: Q2 2016 in Review

Cypress Wealth Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2016, closing a stake of 14,285 shares — an estimated $625K sold.

Cypress Wealth Advisors first reported a position in SHYG in Q2 2015 and held it in 4 quarters. The position peaked at $695K in Q2 2015. 72 funds tracked by Wall St. Rank hold SHYG as of Q2 2016.

Cypress Wealth Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2016 after selling out during the quarter.
Cypress Wealth Advisors sold 14,285 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2016, an estimated $625K.
Cypress Wealth Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2015 and held it in 4 quarters.
Cypress Wealth Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $695K in Q2 2015.
72 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2016.

Based on Cypress Wealth Advisors's 13F filing for Q2 2016, filed 16 Aug 2016.