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JOYN Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

JOYN Advisors’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
Q3 		– Sell
-1
Closed – – 1872
2018
Q2 		$0 Buy
+1
New +$47 ﹤0.01% 1853

Other funds holding SHYG

WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
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
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

JOYN Advisors's SHYG Position: Q3 2018 in Review

JOYN Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2018, closing a stake of 1 share.

JOYN Advisors first reported a position in SHYG in Q2 2018 and held it in 1 quarter. The position peaked at $0 in Q2 2018. 216 funds tracked by Wall St. Rank hold SHYG as of Q3 2018.

  • JOYN Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
  • JOYN Advisors sold 1 iShares 0-5 Year High Yield Corporate Bond ETF share in Q3 2018.
  • JOYN Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2018 and held it in 1 quarter.
  • JOYN Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $0 in Q2 2018.
  • 216 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2018.

Based on JOYN Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.