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

BT Wealth 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
2019
Q1 		– Sell
-4,570
Closed -$383K – 95
2018
Q4 		$383K Buy
+4,570
New +$380K 0.17% 65

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 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

BT Wealth Management's SHY Position: Q1 2019 in Review

BT Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2019, closing a stake of 4,570 shares — an estimated $383K sold.

BT Wealth Management first reported a position in SHY in Q4 2018 and held it in 1 quarter. The position peaked at $383K in Q4 2018. 675 funds tracked by Wall St. Rank hold SHY as of Q1 2019.

  • BT Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2019 after selling out during the quarter.
  • BT Wealth Management sold 4,570 iShares 1-3 Year Treasury Bond ETF shares in Q1 2019, an estimated $383K.
  • BT Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and held it in 1 quarter.
  • BT Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $383K in Q4 2018.
  • 675 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2019.

Based on BT Wealth Management's 13F filing for Q1 2019, filed 15 Apr 2019.