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

FFT 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
2021 Q3	–	Sell	-130	Closed	-$11K	–	216
2021 Q2	$11K	Buy	+130	New	+$11.2K	﹤0.01%	231
2017 Q2	–	Sell	-2,657	Closed	-$225K	–	95
2017 Q1	$225K	Sell	2,657 -163	-6%	-$13.8K	0.07%	79
2016 Q4	$238K	Sell	2,820 -2,000	-41%	-$169K	0.05%	75
2016 Q3	$410K	Sell	4,820 -158	-3%	-$13.4K	0.17%	46
2016 Q2	$424K	Buy	+4,978	New	+$423K	0.17%	44

Other funds holding SHY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PineBridge Investments New York $12.1B AUM 33.46% 1-Year Est. Return

FFT Wealth Management's SHY Position: Q3 2021 in Review

FFT Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2021, closing a stake of 130 shares — an estimated $11K sold.

FFT Wealth Management first reported a position in SHY in Q2 2016 and held it in 5 quarters. The position peaked at $424K in Q2 2016. 835 funds tracked by Wall St. Rank hold SHY as of Q3 2021.

FFT Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2021 after selling out during the quarter.
FFT Wealth Management sold 130 iShares 1-3 Year Treasury Bond ETF shares in Q3 2021, an estimated $11K.
FFT Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2016 and held it in 5 quarters.
FFT Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $424K in Q2 2016.
835 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2021.

Based on FFT Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.