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Bridgewater Wealth & Financial Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bridgewater Wealth & Financial 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
2016
Q4 		– Sell
-2,709
Closed -$230K – 117
2016
Q3 		$230K Sell
2,709
-586
-18% -$49.9K 0.08% 99
2016
Q2 		$281K Sell
3,295
-139
-4% -$11.8K 0.1% 84
2016
Q1 		$292K Buy
+3,434
New +$291K 0.11% 82

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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 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

Bridgewater Wealth & Financial Management's SHY Position: Q4 2016 in Review

Bridgewater Wealth & Financial Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2016, closing a stake of 2,709 shares — an estimated $230K sold.

Bridgewater Wealth & Financial Management first reported a position in SHY in Q1 2016 and held it in 3 quarters. The position peaked at $292K in Q1 2016. 432 funds tracked by Wall St. Rank hold SHY as of Q4 2016.

  • Bridgewater Wealth & Financial Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Bridgewater Wealth & Financial Management sold 2,709 iShares 1-3 Year Treasury Bond ETF shares in Q4 2016, an estimated $230K.
  • Bridgewater Wealth & Financial Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2016 and held it in 3 quarters.
  • Bridgewater Wealth & Financial Management's iShares 1-3 Year Treasury Bond ETF position peaked at $292K in Q1 2016.
  • 432 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2016.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q4 2016, filed 10 Feb 2017.