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

Doyle 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
Q3 		– Sell
-1,018
Closed -$86K – 666
2019
Q2 		$86K Buy
+1,018
New +$85.7K 0.01% 280
2019
Q1 		– Sell
-1,062
Closed -$89K – 648
2018
Q4 		$89K Buy
+1,062
New +$88.3K 0.02% 273

Other funds holding SHY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Doyle Wealth Management's SHY Position: Q3 2019 in Review

Doyle Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2019, closing a stake of 1,018 shares — an estimated $86K sold.

Doyle Wealth Management first reported a position in SHY in Q4 2018 and held it in 2 quarters. The position peaked at $89K in Q4 2018. 686 funds tracked by Wall St. Rank hold SHY as of Q3 2019.

  • Doyle Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 1,018 iShares 1-3 Year Treasury Bond ETF shares in Q3 2019, an estimated $86K.
  • Doyle Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $89K in Q4 2018.
  • 686 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.