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Personal Financial Consultants’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Personal Financial Consultants’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
2019
Q1 		– Sell
-34,154
Closed -$1.52M – 22
2018
Q4 		$1.52M Buy
+34,154
New +$1.57M 1.29% 15

Other funds holding SHYG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Personal Financial Consultants's SHYG Position: Q1 2019 in Review

Personal Financial Consultants sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2019, closing a stake of 34,154 shares — an estimated $1.52M sold.

Personal Financial Consultants first reported a position in SHYG in Q4 2018 and held it in 1 quarter. The position peaked at $1.52M in Q4 2018. 245 funds tracked by Wall St. Rank hold SHYG as of Q1 2019.

  • Personal Financial Consultants reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Personal Financial Consultants sold 34,154 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2019, an estimated $1.52M.
  • Personal Financial Consultants first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2018 and held it in 1 quarter.
  • Personal Financial Consultants's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.52M in Q4 2018.
  • 245 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2019.

Based on Personal Financial Consultants's 13F filing for Q1 2019, filed 22 Apr 2019.