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Thompson Siegel & Walmsley’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Thompson Siegel & Walmsley’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 		– Sell
-10,000
Closed -$446K – 740
2018
Q4 		$446K Buy
+10,000
New +$459K 0.01% 322

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 22.9% 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

Thompson Siegel & Walmsley's SHYG Position: Q1 2019 in Review

Thompson Siegel & Walmsley sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2019, closing a stake of 10,000 shares — an estimated $446K sold.

Thompson Siegel & Walmsley first reported a position in SHYG in Q4 2018 and held it in 1 quarter. The position peaked at $446K in Q4 2018. 245 funds tracked by Wall St. Rank hold SHYG as of Q1 2019.

  • Thompson Siegel & Walmsley reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Thompson Siegel & Walmsley sold 10,000 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2019, an estimated $446K.
  • Thompson Siegel & Walmsley first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2018 and held it in 1 quarter.
  • Thompson Siegel & Walmsley's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $446K in Q4 2018.
  • 245 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2019.

Based on Thompson Siegel & Walmsley's 13F filing for Q1 2019, filed 13 May 2019.