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

Wealthfront’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
2015
Q4 		– Sell
-9
Closed – – 918
2015
Q3 		$0 Hold
9
– – ﹤0.01% 1411
2015
Q2 		$0 Buy
+9
New +$441 ﹤0.01% 1373

Other funds holding SHYG

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Wealthfront's SHYG Position: Q4 2015 in Review

Wealthfront sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2015, closing a stake of 9 shares.

Wealthfront first reported a position in SHYG in Q2 2015 and held it in 2 quarters. The position peaked at $0 in Q3 2015. 46 funds tracked by Wall St. Rank hold SHYG as of Q4 2015.

  • Wealthfront reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 9 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2015.
  • Wealthfront first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2015 and held it in 2 quarters.
  • Wealthfront's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $0 in Q3 2015.
  • 46 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.