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Advantage Investment Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Advantage Investment Management’s Portfolio SHY Stock Details SHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		$417K Hold
4,920
– – 0.33% 56
2019
Q2 		$417K Buy
4,920
+2,953
+150% +$249K 0.32% 56
2019
Q1 		$165K Sell
1,967
-150
-7% -$12.6K 0.13% 168
2018
Q4 		$177K Sell
2,117
-223
-10% -$18.5K 0.13% 134
2018
Q3 		$194K Hold
2,340
– – 0.13% 134
2018
Q2 		$195K Buy
2,340
+1,161
+98% +$96.7K 0.14% 131
2018
Q1 		$99K Sell
1,179
-93
-7% -$7.77K 0.04% 249
2017
Q4 		$107K Sell
1,272
-122
-9% -$10.3K 0.03% 259
2017
Q3 		$118K Sell
1,394
-1
-0.1% -$85 0.04% 227
2017
Q2 		$118K Sell
1,395
-414
-23% -$35K 0.04% 211
2017
Q1 		$153K Sell
1,809
-338
-16% -$28.5K 0.06% 170
2016
Q4 		$181K Buy
2,147
+236
+12% +$20K 0.07% 149
2016
Q3 		$163K Sell
1,911
-3,227
-63% -$275K 0.06% 150
2016
Q2 		$438K Sell
5,138
-17,314
-77% -$1.47M 0.21% 92
2016
Q1 		$1.91M Sell
22,452
-26,645
-54% -$2.26M 0.82% 28
2015
Q4 		$4.14M Sell
49,097
-18,987
-28% -$1.61M 2.15% 7
2015
Q3 		$5.79M Buy
68,084
+42,942
+171% +$3.64M 3.3% 2
2015
Q2 		$2.13M Buy
25,142
+17,400
+225% +$1.48M 1.04% 25
2015
Q1 		$657K Sell
7,742
-18,932
-71% -$1.6M 0.37% 62
2014
Q4 		$2.25M Buy
+26,674
New +$2.26M 1.68% 14

Other funds holding SHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advantage Investment Management's SHY Position: Q3 2019 in Review

Advantage Investment Management held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q3 2019 at 4,920 shares worth $417K. The position accounts for 0.33% of the portfolio, ranked #56.

Advantage Investment Management first reported a position in SHY in Q4 2014 and has held it in 20 quarters since. The position peaked at $5.79M in Q3 2015. 686 funds tracked by Wall St. Rank hold SHY as of Q3 2019.

  • Advantage Investment Management held 4,920 shares of iShares 1-3 Year Treasury Bond ETF worth $417K as of Q3 2019.
  • Advantage Investment Management left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q3 2019.
  • iShares 1-3 Year Treasury Bond ETF made up 0.33% of Advantage Investment Management's portfolio in Q3 2019, its #56 holding.
  • Advantage Investment Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2014 and has held it in 20 quarters since.
  • Advantage Investment Management's iShares 1-3 Year Treasury Bond ETF position peaked at $5.79M in Q3 2015.
  • 686 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.