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Barrington Strategic Wealth Management Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Barrington Strategic Wealth Management Group’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
2017
Q3 		$8M Sell
94,740
-5,584
-6% -$472K 4.03% 4
2017
Q2 		$8.48M Sell
100,324
-13,065
-12% -$1.1M 4.31% 4
2017
Q1 		$9.58M Sell
113,389
-6,698
-6% -$566K 4.99% 3
2016
Q4 		$10.1M Sell
120,087
-7,070
-6% -$599K 5.44% 3
2016
Q3 		$10.8M Sell
127,157
-62,185
-33% -$5.29M 6.1% 3
2016
Q2 		$16.2M Sell
189,342
-4,575
-2% -$389K 9.25% 2
2016
Q1 		$16.5M Sell
193,917
-6,041
-3% -$512K 9.55% 2
2015
Q4 		$16.9M Buy
199,958
+44,878
+29% +$3.8M 9.86% 1
2015
Q3 		$13.2M Sell
155,080
-5,569
-3% -$472K 8.41% 1
2015
Q2 		$13.6M Sell
160,649
-3,699
-2% -$314K 8.21% 1
2015
Q1 		$13.9M Sell
164,348
-7,488
-4% -$634K 8.54% 1
2014
Q4 		$14.5M Sell
171,836
-5,363
-3% -$454K 9.28% 1
2014
Q3 		$15M Buy
177,199
+13,817
+8% +$1.17M 9.71% 1
2014
Q2 		$13.8M Sell
163,382
-6,969
-4% -$589K 8.79% 1
2014
Q1 		$14.4M Sell
170,351
-16,286
-9% -$1.38M 9.36% 1
2013
Q4 		$15.7M Buy
+186,637
New +$15.8M 10.49% 1
2013
Q3 		– Sell
-83,116
Closed -$7M – 95
2013
Q2 		$7M Buy
+83,116
New +$7.02M 5.75% 2

Other funds holding SHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Barrington Strategic Wealth Management Group's SHY Position: Q3 2017 in Review

Barrington Strategic Wealth Management Group reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 5.6% in Q3 2017, selling an estimated $472K and leaving 94,740 shares worth $8M. The position accounts for 4.03% of the portfolio, ranked #4.

Barrington Strategic Wealth Management Group first reported a position in SHY in Q2 2013 and has held it in 17 quarters since. The position peaked at $16.9M in Q4 2015. 445 funds tracked by Wall St. Rank hold SHY as of Q3 2017.

  • Barrington Strategic Wealth Management Group held 94,740 shares of iShares 1-3 Year Treasury Bond ETF worth $8M as of Q3 2017.
  • Barrington Strategic Wealth Management Group sold 5,584 iShares 1-3 Year Treasury Bond ETF shares in Q3 2017, an estimated $472K.
  • iShares 1-3 Year Treasury Bond ETF made up 4.03% of Barrington Strategic Wealth Management Group's portfolio in Q3 2017, its #4 holding.
  • Barrington Strategic Wealth Management Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and has held it in 17 quarters since.
  • Barrington Strategic Wealth Management Group's iShares 1-3 Year Treasury Bond ETF position peaked at $16.9M in Q4 2015.
  • 445 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2017.

Based on Barrington Strategic Wealth Management Group's 13F filing for Q3 2017, filed 31 Oct 2017.