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

Weatherstone Capital Management’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 		$11.4M Buy
+244,777
New +$11.3M 12.1% 2

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

Weatherstone Capital Management's SHYG Position: Q1 2019 in Review

Weatherstone Capital Management opened a new position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2019: 244,777 shares worth $11.4M. The stake represents 12.1% of the portfolio and ranks #2 among its holdings.

245 funds tracked by Wall St. Rank hold SHYG as of Q1 2019.

  • Weatherstone Capital Management held 244,777 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $11.4M as of Q1 2019.
  • iShares 0-5 Year High Yield Corporate Bond ETF was a new Weatherstone Capital Management position in Q1 2019.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 12.1% of Weatherstone Capital Management's portfolio in Q1 2019, its #2 holding.
  • 245 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2019.

Based on Weatherstone Capital Management's 13F filing for Q1 2019, filed 16 Apr 2019.