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

WealthTrust Fairport’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 		$5.38M Buy
115,064
+1,995
+2% +$92.1K 0.51% 55
2018
Q4 		$5.04M Buy
+113,069
New +$5.19M 0.53% 55

Other funds holding SHYG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WealthTrust Fairport's SHYG Position: Q1 2019 in Review

WealthTrust Fairport increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 1.8% in Q1 2019, buying an estimated $92.1K and bringing the position to 115,064 shares worth $5.38M. The position accounts for 0.51% of the portfolio, ranked #55.

WealthTrust Fairport first reported a position in SHYG in Q4 2018 and has held it in 2 quarters since. 245 funds tracked by Wall St. Rank hold SHYG as of Q1 2019.

  • WealthTrust Fairport held 115,064 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $5.38M as of Q1 2019.
  • WealthTrust Fairport bought 1,995 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2019, an estimated $92.1K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.51% of WealthTrust Fairport's portfolio in Q1 2019, its #55 holding.
  • WealthTrust Fairport first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2018 and has held it in 2 quarters since.
  • 245 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2019.

Based on WealthTrust Fairport's 13F filing for Q1 2019, filed 15 May 2019.