CCA
SHY icon

Catalyst Capital Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Catalyst Capital 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
2017
Q1 		– Sell
-25
Closed -$2K – 631
2016
Q4 		$2K Buy
+25
New +$2.12K ﹤0.01% 389
2016
Q3 		– Sell
-25
Closed -$2K – 552
2016
Q2 		$2K Hold
25
– – ﹤0.01% 380
2016
Q1 		$2K Hold
25
– – ﹤0.01% 464
2015
Q4 		$2K Hold
25
– – ﹤0.01% 513
2015
Q3 		$2K Hold
25
– – ﹤0.01% 522
2015
Q2 		$2K Sell
25
-450
-95% -$38.2K ﹤0.01% 457
2015
Q1 		$40K Buy
+475
New +$40.2K ﹤0.01% 342

Other funds holding SHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return