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

Beacon Pointe 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
2019
Q4 		$224K Sell
2,630
-6,560
-71% -$556K 0.04% 243
2019
Q3 		$783K Buy
9,190
+759
+9% +$64.3K 0.16% 116
2019
Q2 		$715K Buy
8,431
+806
+11% +$67.9K 0.15% 128
2019
Q1 		$642K Buy
+7,625
New +$638K 0.15% 128

Other funds holding SHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Beacon Pointe Wealth Advisors's SHY Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 71% in Q4 2019, selling an estimated $556K and leaving 2,630 shares worth $224K. The position accounts for 0.04% of the portfolio, ranked #243.

Beacon Pointe Wealth Advisors first reported a position in SHY in Q1 2019 and has held it in 4 quarters since. The position peaked at $783K in Q3 2019. 764 funds tracked by Wall St. Rank hold SHY as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 2,630 shares of iShares 1-3 Year Treasury Bond ETF worth $224K as of Q4 2019.
  • Beacon Pointe Wealth Advisors sold 6,560 iShares 1-3 Year Treasury Bond ETF shares in Q4 2019, an estimated $556K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.04% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #243 holding.
  • Beacon Pointe Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2019 and has held it in 4 quarters since.
  • Beacon Pointe Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $783K in Q3 2019.
  • 764 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.