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Epstein & White Financial’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Epstein & White Financial’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
Q2 		– Sell
-24,183
Closed -$1.12M – 114
2018
Q1 		$1.12M Buy
+24,183
New +$1.13M 0.72% 26

Other funds holding SHYG

Bank of America
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Epstein & White Financial's SHYG Position: Q2 2018 in Review

Epstein & White Financial sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2018, closing a stake of 24,183 shares — an estimated $1.12M sold.

Epstein & White Financial first reported a position in SHYG in Q1 2018 and held it in 1 quarter. The position peaked at $1.12M in Q1 2018. 204 funds tracked by Wall St. Rank hold SHYG as of Q2 2018.

  • Epstein & White Financial reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Epstein & White Financial sold 24,183 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2018, an estimated $1.12M.
  • Epstein & White Financial first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2018 and held it in 1 quarter.
  • Epstein & White Financial's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.12M in Q1 2018.
  • 204 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2018.

Based on Epstein & White Financial's 13F filing for Q2 2018, filed 19 Jul 2018.