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Brandywine Oak Private Wealth’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Brandywine Oak Private Wealth’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
Q1 		– Sell
-601
Closed -$50K – 550
2018
Q4 		$50K Buy
+601
New +$49.9K 0.01% 358

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RBA
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Brandywine Oak Private Wealth's SHY Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2019, closing a stake of 601 shares — an estimated $50K sold.

Brandywine Oak Private Wealth first reported a position in SHY in Q4 2018 and held it in 1 quarter. The position peaked at $50K in Q4 2018. 675 funds tracked by Wall St. Rank hold SHY as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 601 iShares 1-3 Year Treasury Bond ETF shares in Q1 2019, an estimated $50K.
  • Brandywine Oak Private Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's iShares 1-3 Year Treasury Bond ETF position peaked at $50K in Q4 2018.
  • 675 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.