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Ashford Capital Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Ashford Capital 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
2018
Q3 		– Sell
-8,600
Closed -$717K – 118
2018
Q2 		$717K Buy
+8,600
New +$716K 0.09% 66

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BlackRock
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Ashford Capital Management's SHY Position: Q3 2018 in Review

Ashford Capital Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2018, closing a stake of 8,600 shares — an estimated $717K sold.

Ashford Capital Management first reported a position in SHY in Q2 2018 and held it in 1 quarter. The position peaked at $717K in Q2 2018. 530 funds tracked by Wall St. Rank hold SHY as of Q3 2018.

  • Ashford Capital Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Ashford Capital Management sold 8,600 iShares 1-3 Year Treasury Bond ETF shares in Q3 2018, an estimated $717K.
  • Ashford Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2018 and held it in 1 quarter.
  • Ashford Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $717K in Q2 2018.
  • 530 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2018.

Based on Ashford Capital Management's 13F filing for Q3 2018, filed 15 Nov 2018.