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

HL Financial Services’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 		– Sell
-4,209
Closed -$201K – 689
2017
Q3 		$201K Buy
+4,209
New +$201K ﹤0.01% 659

Other funds holding SHYG

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
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 $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HL Financial Services's SHYG Position: Q4 2017 in Review

HL Financial Services sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2017, closing a stake of 4,209 shares — an estimated $201K sold.

HL Financial Services first reported a position in SHYG in Q3 2017 and held it in 1 quarter. The position peaked at $201K in Q3 2017. 167 funds tracked by Wall St. Rank hold SHYG as of Q4 2017.

  • HL Financial Services reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
  • HL Financial Services sold 4,209 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2017, an estimated $201K.
  • HL Financial Services first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2017 and held it in 1 quarter.
  • HL Financial Services's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $201K in Q3 2017.
  • 167 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2017.

Based on HL Financial Services's 13F filing for Q4 2017, filed 1 Feb 2018.