Institutional & Family Asset Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Institutional & Family Asset Management’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 Q4	–	Sell	-388	Closed	-$18K	–	876
2018 Q3	$18K	Hold	388	–	–	﹤0.01%	450
2018 Q2	$18K	Hold	388	–	–	﹤0.01%	452
2018 Q1	$18K	Buy	+388	New	+$18.2K	﹤0.01%	430

Other funds holding SHYG

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Institutional & Family Asset Management's SHYG Position: Q4 2018 in Review

Institutional & Family Asset Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2018, closing a stake of 388 shares — an estimated $18K sold.

Institutional & Family Asset Management first reported a position in SHYG in Q1 2018 and held it in 3 quarters. The position peaked at $18K in Q3 2018. 228 funds tracked by Wall St. Rank hold SHYG as of Q4 2018.

Institutional & Family Asset Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
Institutional & Family Asset Management sold 388 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2018, an estimated $18K.
Institutional & Family Asset Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2018 and held it in 3 quarters.
Institutional & Family Asset Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $18K in Q3 2018.
228 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2018.

Based on Institutional & Family Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.