FWM
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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 – 218
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
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $5.7T AUM 30.48% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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
PI
PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return