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

WealthShield’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 Q4	$51K	Buy	+1,090	New	+$51.6K	0.03%	155

Other funds holding SHYG

CSIA

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

RBA

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

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

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

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

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

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

WealthShield's SHYG Position: Q4 2017 in Review

WealthShield opened a new position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2017: 1,090 shares worth $51K. The stake represents 0.03% of the portfolio and ranks #155 among its holdings.

167 funds tracked by Wall St. Rank hold SHYG as of Q4 2017.

WealthShield held 1,090 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $51K as of Q4 2017.
iShares 0-5 Year High Yield Corporate Bond ETF was a new WealthShield position in Q4 2017.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.03% of WealthShield's portfolio in Q4 2017, its #155 holding.
167 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.