AmeriServ Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

AmeriServ Wealth Advisors’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
2018 Q3	–	Sell	-2,583	Closed	-$215K	–	81
2018 Q2	$215K	Sell	2,583 -250	-9%	-$20.8K	0.29%	66
2018 Q1	$237K	Sell	2,833 -3,281	-54%	-$274K	0.27%	64
2017 Q4	$514K	Buy	+6,114	New	+$514K	0.5%	37
2017 Q1	$2.03M	Sell	24,043 -10,788	-31%	-$911K	2.66%	9
2016 Q4	$2.94M	Sell	34,831 -22,704	-39%	-$1.92M	3.44%	6
2016 Q3	$4.89M	Buy	+57,535	New	+$4.9M	6.19%	2
2015 Q4	–	Sell	-3,056	Closed	-$260K	–	51
2015 Q3	$260K	Buy	+3,056	New	+$259K	0.5%	46

Other funds holding SHY

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MLM

Mount Lucas Management Newtown, Pennsylvania $281M AUM 36.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RBA

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

AmeriServ Wealth Advisors's SHY Position: Q3 2018 in Review

AmeriServ Wealth Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2018, closing a stake of 2,583 shares — an estimated $215K sold.

AmeriServ Wealth Advisors first reported a position in SHY in Q3 2015 and held it in 7 quarters. The position peaked at $4.89M in Q3 2016. 529 funds tracked by Wall St. Rank hold SHY as of Q3 2018.

AmeriServ Wealth Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2018 after selling out during the quarter.
AmeriServ Wealth Advisors sold 2,583 iShares 1-3 Year Treasury Bond ETF shares in Q3 2018, an estimated $215K.
AmeriServ Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2015 and held it in 7 quarters.
AmeriServ Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $4.89M in Q3 2016.
529 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2018.

Based on AmeriServ Wealth Advisors's 13F filing for Q3 2018, filed 29 Oct 2018.