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

Selective 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
2018 Q3	$3K	Buy	+54	New	+$2.53K	0.04%	135

Other funds holding SHYG

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

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

RBA

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

SCM

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

PCA

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

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

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

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

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

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Selective Wealth Management's SHYG Position: Q3 2018 in Review

Selective Wealth Management opened a new position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2018: 54 shares worth $3K. The stake represents 0.04% of the portfolio and ranks #135 among its holdings.

216 funds tracked by Wall St. Rank hold SHYG as of Q3 2018.

Selective Wealth Management held 54 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $3K as of Q3 2018.
iShares 0-5 Year High Yield Corporate Bond ETF was a new Selective Wealth Management position in Q3 2018.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.04% of Selective Wealth Management's portfolio in Q3 2018, its #135 holding.
216 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2018.

Based on Selective Wealth Management's 13F filing for Q3 2018, filed 12 Oct 2018.