Integrated Wealth Management (Palm Desert)’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Integrated Wealth Management (Palm Desert)’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 Q4	–	Sell	-689	Closed	-$33K	–	871
2016 Q3	$33K	Buy	689 +269	+64%	+$12.6K	0.01%	495
2016 Q2	$19K	Buy	+420	New	+$19.2K	0.01%	607

Other funds holding SHYG

CSIA

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BIM

BlackRock Investment Management Wilmington, Delaware $86.4B AUM 28.54% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s SHYG Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2016, closing a stake of 689 shares — an estimated $33K sold.

Integrated Wealth Management (Palm Desert) first reported a position in SHYG in Q2 2016 and held it in 2 quarters. The position peaked at $33K in Q3 2016. 97 funds tracked by Wall St. Rank hold SHYG as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 689 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2016, an estimated $33K.
Integrated Wealth Management (Palm Desert) first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2016 and held it in 2 quarters.
Integrated Wealth Management (Palm Desert)'s iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $33K in Q3 2016.
97 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.