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

River Wealth 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
2019
Q1 		– Sell
-570
Closed -$25K – 427
2018
Q4 		$25K Hold
570
– – 0.01% 321
2018
Q3 		$27K Hold
570
– – 0.01% 348
2018
Q2 		$27K Buy
+570
New +$26.6K 0.01% 331

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 $71.6B AUM 21.08% 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

River Wealth Advisors's SHYG Position: Q1 2019 in Review

River Wealth Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2019, closing a stake of 570 shares — an estimated $25K sold.

River Wealth Advisors first reported a position in SHYG in Q2 2018 and held it in 3 quarters. The position peaked at $27K in Q3 2018. 245 funds tracked by Wall St. Rank hold SHYG as of Q1 2019.

  • River Wealth Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 570 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2019, an estimated $25K.
  • River Wealth Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $27K in Q3 2018.
  • 245 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.