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

WFG Advisors’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 Q2	$10K	Hold	200	–	–	﹤0.01%	1151
2017 Q1	$10K	Hold	200	–	–	﹤0.01%	1085
2016 Q4	$9K	Hold	200	–	–	﹤0.01%	1144
2016 Q3	$9K	Hold	200	–	–	﹤0.01%	1165
2016 Q2	$9K	Hold	200	–	–	﹤0.01%	1127
2016 Q1	$9K	Hold	200	–	–	﹤0.01%	1081
2015 Q4	$9K	Hold	200	–	–	﹤0.01%	1112
2015 Q3	$9K	Hold	200	–	–	﹤0.01%	1129
2015 Q2	$10K	Hold	200	–	–	﹤0.01%	1191
2015 Q1	$10K	Hold	200	–	–	﹤0.01%	1210
2014 Q4	$10K	Hold	200	–	–	﹤0.01%	1468
2014 Q3	$10K	Hold	200	–	–	﹤0.01%	1500
2014 Q2	$10K	Buy	+200	New	+$10.2K	﹤0.01%	1489

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 $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RBA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WFG Advisors's SHYG Position: Q2 2017 in Review

WFG Advisors held its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) position steady in Q2 2017 at 200 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1151.

WFG Advisors first reported a position in SHYG in Q2 2014 and has held it in 13 quarters since. 126 funds tracked by Wall St. Rank hold SHYG as of Q2 2017.

WFG Advisors held 200 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $10K as of Q2 2017.
WFG Advisors left its iShares 0-5 Year High Yield Corporate Bond ETF share count unchanged in Q2 2017.
iShares 0-5 Year High Yield Corporate Bond ETF made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1151 holding.
WFG Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2014 and has held it in 13 quarters since.
126 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.