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

Zacks Investment 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
2018 Q3	–	Sell	-4,593	Closed	-$214K	–	596
2018 Q2	$214K	Buy	+4,593	New	+$215K	﹤0.01%	510
2018 Q1	–	Sell	-13,860	Closed	-$653K	–	609
2017 Q4	$653K	Buy	13,860 +1,437	+12%	+$68K	0.01%	458
2017 Q3	$594K	Buy	12,423 +414	+3%	+$19.7K	0.01%	443
2017 Q2	$575K	Buy	12,009 +5,123	+74%	+$245K	0.01%	447
2017 Q1	$329K	Buy	+6,886	New	+$328K	0.01%	493

Other funds holding SHYG

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RBA

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Zacks Investment Management's SHYG Position: Q3 2018 in Review

Zacks Investment Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2018, closing a stake of 4,593 shares — an estimated $214K sold.

Zacks Investment Management first reported a position in SHYG in Q1 2017 and held it in 5 quarters. The position peaked at $653K in Q4 2017. 216 funds tracked by Wall St. Rank hold SHYG as of Q3 2018.

Zacks Investment Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
Zacks Investment Management sold 4,593 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2018, an estimated $214K.
Zacks Investment Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2017 and held it in 5 quarters.
Zacks Investment Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $653K in Q4 2017.
216 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2018.

Based on Zacks Investment Management's 13F filing for Q3 2018, filed 14 Nov 2018.