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

SeaCrest Wealth Management’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 Q2	–	Sell	-2,337	Closed	-$109K	–	1629
2019 Q1	$109K	Buy	2,337 +39	+2%	+$1.8K	0.02%	659
2018 Q4	$102K	Sell	2,298 -7,814	-77%	-$358K	0.02%	654
2018 Q3	$476K	Buy	10,112 +54	+0.5%	+$2.53K	0.08%	269
2018 Q2	$469K	Sell	10,058 -400	-4%	-$18.7K	0.08%	260
2018 Q1	$489K	Buy	10,458 +34	+0.3%	+$1.6K	0.09%	245
2017 Q4	$491K	Buy	+10,424	New	+$493K	0.09%	246

Other funds holding SHYG

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SeaCrest Wealth Management's SHYG Position: Q2 2019 in Review

SeaCrest Wealth Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2019, closing a stake of 2,337 shares — an estimated $109K sold.

SeaCrest Wealth Management first reported a position in SHYG in Q4 2017 and held it in 6 quarters. The position peaked at $491K in Q4 2017. 237 funds tracked by Wall St. Rank hold SHYG as of Q2 2019.

SeaCrest Wealth Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
SeaCrest Wealth Management sold 2,337 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2019, an estimated $109K.
SeaCrest Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2017 and held it in 6 quarters.
SeaCrest Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $491K in Q4 2017.
237 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2019.

Based on SeaCrest Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.