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Shine Investment Advisory Services’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Shine Investment Advisory Services’s Portfolio HYG Stock Details HYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-60
Closed -$5K – 671
2017
Q2 		$5K Buy
+60
New +$5.28K ﹤0.01% 601

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Envestnet Asset Management
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Wells Fargo
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BAM
BTS Asset Management Lincoln, Massachusetts $25.9M AUM 2.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TIAAOA
Teachers Insurance & Annuity Association of America New York $79.7M AUM 12.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Shine Investment Advisory Services's HYG Position: Q3 2017 in Review

Shine Investment Advisory Services sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2017, closing a stake of 60 shares — an estimated $5K sold.

Shine Investment Advisory Services first reported a position in HYG in Q2 2017 and held it in 1 quarter. The position peaked at $5K in Q2 2017. 594 funds tracked by Wall St. Rank hold HYG as of Q3 2017.

  • Shine Investment Advisory Services reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Shine Investment Advisory Services sold 60 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2017, an estimated $5K.
  • Shine Investment Advisory Services first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2017 and held it in 1 quarter.
  • Shine Investment Advisory Services's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $5K in Q2 2017.
  • 594 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2017.

Based on Shine Investment Advisory Services's 13F filing for Q3 2017, filed 1 Nov 2017.