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

Tiller Private Wealth’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
2017 Q1	–	Sell	-45,890	Closed	-$2.17M	–	43
2016 Q4	$2.17M	Buy	45,890 +1,390	+3%	+$65.3K	1.7%	20
2016 Q3	$2.1M	Buy	44,500 +1,350	+3%	+$63.2K	1.76%	19
2016 Q2	$2M	Buy	43,150 +5,740	+15%	+$262K	1.67%	19
2016 Q1	$1.69M	Buy	+37,410	New	+$1.65M	1.43%	20

Other funds holding SHYG

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RBA

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

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tiller Private Wealth's SHYG Position: Q1 2017 in Review

Tiller Private Wealth sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2017, closing a stake of 45,890 shares — an estimated $2.17M sold.

Tiller Private Wealth first reported a position in SHYG in Q1 2016 and held it in 4 quarters. The position peaked at $2.17M in Q4 2016. 114 funds tracked by Wall St. Rank hold SHYG as of Q1 2017.

Tiller Private Wealth reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2017 after selling out during the quarter.
Tiller Private Wealth sold 45,890 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2017, an estimated $2.17M.
Tiller Private Wealth first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2016 and held it in 4 quarters.
Tiller Private Wealth's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $2.17M in Q4 2016.
114 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2017.

Based on Tiller Private Wealth's 13F filing for Q1 2017, filed 25 Apr 2017.