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Stokes & Hubbell Capital Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Stokes & Hubbell Capital 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
Q1 		$4.57M Buy
+97,770
New +$4.51M 0.96% 28

Other funds holding SHYG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stokes & Hubbell Capital Management's SHYG Position: Q1 2019 in Review

Stokes & Hubbell Capital Management opened a new position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2019: 97,770 shares worth $4.57M. The stake represents 0.96% of the portfolio and ranks #28 among its holdings.

245 funds tracked by Wall St. Rank hold SHYG as of Q1 2019.

  • Stokes & Hubbell Capital Management held 97,770 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $4.57M as of Q1 2019.
  • iShares 0-5 Year High Yield Corporate Bond ETF was a new Stokes & Hubbell Capital Management position in Q1 2019.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.96% of Stokes & Hubbell Capital Management's portfolio in Q1 2019, its #28 holding.
  • 245 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2019.

Based on Stokes & Hubbell Capital Management's 13F filing for Q1 2019, filed 24 Apr 2019.