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Asset Planning Services (Pennsylvania)’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Asset Planning Services (Pennsylvania)’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
Q2 		– Sell
-12
Closed -$999 – 277
2018
Q1 		$1K Buy
+12
New +$1K ﹤0.01% 266

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Morgan Stanley
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LMGAM
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return
State Street
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RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s SHY Position: Q2 2018 in Review

Asset Planning Services (Pennsylvania) sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2018, closing a stake of 12 shares — an estimated $999 sold.

Asset Planning Services (Pennsylvania) first reported a position in SHY in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 534 funds tracked by Wall St. Rank hold SHY as of Q2 2018.

  • Asset Planning Services (Pennsylvania) reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 12 iShares 1-3 Year Treasury Bond ETF shares in Q2 2018, an estimated $999.
  • Asset Planning Services (Pennsylvania) first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2018 and held it in 1 quarter.
  • Asset Planning Services (Pennsylvania)'s iShares 1-3 Year Treasury Bond ETF position peaked at $1K in Q1 2018.
  • 534 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2018.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q2 2018, filed 1 Aug 2018.