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

Klingman & Associates’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
-1,488
Closed -$70K – 278
2016
Q3 		$70K Hold
1,488
– – 0.02% 163
2016
Q2 		$69K Hold
1,488
– – 0.02% 167
2016
Q1 		$67K Buy
+1,488
New +$65.6K 0.02% 174

Other funds holding SHYG

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fidelity Investments
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Klingman & Associates's SHYG Position: Q4 2016 in Review

Klingman & Associates sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2016, closing a stake of 1,488 shares — an estimated $70K sold.

Klingman & Associates first reported a position in SHYG in Q1 2016 and held it in 3 quarters. The position peaked at $70K in Q3 2016. 97 funds tracked by Wall St. Rank hold SHYG as of Q4 2016.

  • Klingman & Associates reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Klingman & Associates sold 1,488 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2016, an estimated $70K.
  • Klingman & Associates first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2016 and held it in 3 quarters.
  • Klingman & Associates's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $70K 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 Klingman & Associates's 13F filing for Q4 2016, filed 26 Jan 2017.