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Credential Securities’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Credential Securities’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
Q4 		– Sell
-80
Closed -$6.75K – 272
2017
Q3 		$6.75K Buy
+80
New +$6.76K ﹤0.01% 242

Other funds holding SHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

Credential Securities's SHY Position: Q4 2017 in Review

Credential Securities sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2017, closing a stake of 80 shares — an estimated $6.75K sold.

Credential Securities first reported a position in SHY in Q3 2017 and held it in 1 quarter. The position peaked at $6.75K in Q3 2017. 519 funds tracked by Wall St. Rank hold SHY as of Q4 2017.

  • Credential Securities reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Credential Securities sold 80 iShares 1-3 Year Treasury Bond ETF shares in Q4 2017, an estimated $6.75K.
  • Credential Securities first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2017 and held it in 1 quarter.
  • Credential Securities's iShares 1-3 Year Treasury Bond ETF position peaked at $6.75K in Q3 2017.
  • 519 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2017.

Based on Credential Securities's 13F filing for Q4 2017, filed 21 Jul 2025.