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

Burt 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
Q1 		– Sell
-1,249
Closed -$104K – 376
2018
Q4 		$104K Hold
1,249
– – 0.05% 122
2018
Q3 		$104K Buy
+1,249
New +$104K 0.05% 132

Other funds holding SHY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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

Burt Wealth Advisors's SHY Position: Q1 2019 in Review

Burt Wealth Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2019, closing a stake of 1,249 shares — an estimated $104K sold.

Burt Wealth Advisors first reported a position in SHY in Q3 2018 and held it in 2 quarters. The position peaked at $104K in Q4 2018. 675 funds tracked by Wall St. Rank hold SHY as of Q1 2019.

  • Burt Wealth Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Burt Wealth Advisors sold 1,249 iShares 1-3 Year Treasury Bond ETF shares in Q1 2019, an estimated $104K.
  • Burt Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2018 and held it in 2 quarters.
  • Burt Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $104K in Q4 2018.
  • 675 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2019.

Based on Burt Wealth Advisors's 13F filing for Q1 2019, filed 24 Apr 2019.