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Howe & Rusling’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Howe & Rusling’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
Q3 		– Sell
-665
Closed -$32K – 957
2017
Q2 		$32K Buy
+665
New +$31.8K 0.01% 318

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Howe & Rusling's SHYG Position: Q3 2017 in Review

Howe & Rusling sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2017, closing a stake of 665 shares — an estimated $32K sold.

Howe & Rusling first reported a position in SHYG in Q2 2017 and held it in 1 quarter. The position peaked at $32K in Q2 2017. 132 funds tracked by Wall St. Rank hold SHYG as of Q3 2017.

  • Howe & Rusling reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Howe & Rusling sold 665 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2017, an estimated $32K.
  • Howe & Rusling first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2017 and held it in 1 quarter.
  • Howe & Rusling's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $32K in Q2 2017.
  • 132 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2017.

Based on Howe & Rusling's 13F filing for Q3 2017, filed 18 Oct 2017.