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

SevenBridge Financial Group’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
Q1 		– Sell
-95
Closed -$4K – 641
2017
Q4 		$4K Buy
+95
New +$4.5K ﹤0.01% 541

Other funds holding SHYG

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SevenBridge Financial Group's SHYG Position: Q1 2018 in Review

SevenBridge Financial Group sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2018, closing a stake of 95 shares — an estimated $4K sold.

SevenBridge Financial Group first reported a position in SHYG in Q4 2017 and held it in 1 quarter. The position peaked at $4K in Q4 2017. 182 funds tracked by Wall St. Rank hold SHYG as of Q1 2018.

  • SevenBridge Financial Group reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • SevenBridge Financial Group sold 95 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2018, an estimated $4K.
  • SevenBridge Financial Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2017 and held it in 1 quarter.
  • SevenBridge Financial Group's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $4K in Q4 2017.
  • 182 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2018.

Based on SevenBridge Financial Group's 13F filing for Q1 2018, filed 11 May 2018.