National Planning Corporation’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

National Planning Corporation’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 Q4	–	Sell	-5,060	Closed	-$242K	–	515
2017 Q3	$242K	Sell	5,060 -3,696	-42%	-$176K	0.02%	580
2017 Q2	$417K	Buy	8,756 +1,949	+29%	+$93.1K	0.03%	454
2017 Q1	$324K	Buy	6,807 +668	+11%	+$31.8K	0.02%	497
2016 Q4	$292K	Buy	+6,139	New	+$289K	0.02%	506
2015 Q1	–	Sell	-99	Closed	-$4.79K	–	1812
2014 Q4	$4.79K	Buy	+99	New	+$4.86K	﹤0.01%	2340

Other funds holding SHYG

CSIA

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

RBA

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

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

National Planning Corporation's SHYG Position: Q4 2017 in Review

National Planning Corporation sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2017, closing a stake of 5,060 shares — an estimated $242K sold.

National Planning Corporation first reported a position in SHYG in Q4 2014 and held it in 5 quarters. The position peaked at $417K in Q2 2017. 167 funds tracked by Wall St. Rank hold SHYG as of Q4 2017.

National Planning Corporation reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
National Planning Corporation sold 5,060 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2017, an estimated $242K.
National Planning Corporation first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2014 and held it in 5 quarters.
National Planning Corporation's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $417K in Q2 2017.
167 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.