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Girard Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Girard Partners’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
2018
Q4 		– Sell
-17
Closed -$1K – 720
2018
Q3 		$1K Buy
+17
New +$1.41K ﹤0.01% 928

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Bank of America
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return

Girard Partners's SHY Position: Q4 2018 in Review

Girard Partners sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2018, closing a stake of 17 shares — an estimated $1K sold.

Girard Partners first reported a position in SHY in Q3 2018 and held it in 1 quarter. The position peaked at $1K in Q3 2018. 656 funds tracked by Wall St. Rank hold SHY as of Q4 2018.

  • Girard Partners reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Girard Partners sold 17 iShares 1-3 Year Treasury Bond ETF shares in Q4 2018, an estimated $1K.
  • Girard Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2018 and held it in 1 quarter.
  • Girard Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $1K in Q3 2018.
  • 656 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.