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Guidant Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Guidant Wealth Advisors’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 		$364K Buy
4,296
+3
+0.1% +$254 0.14% 84
2019
Q2 		$364K Buy
4,293
+11
+0.3% +$926 0.14% 85
2019
Q1 		$360K Buy
+4,282
New +$358K 0.14% 86

Other funds holding SHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $666B AUM 30.12% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Guidant Wealth Advisors's SHY Position: Q3 2019 in Review

Guidant Wealth Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.07% in Q3 2019, buying an estimated $254 and bringing the position to 4,296 shares worth $364K. The position accounts for 0.14% of the portfolio, ranked #84.

Guidant Wealth Advisors first reported a position in SHY in Q1 2019 and has held it in 3 quarters since. 686 funds tracked by Wall St. Rank hold SHY as of Q3 2019.

  • Guidant Wealth Advisors held 4,296 shares of iShares 1-3 Year Treasury Bond ETF worth $364K as of Q3 2019.
  • Guidant Wealth Advisors bought 3 iShares 1-3 Year Treasury Bond ETF shares in Q3 2019, an estimated $254.
  • iShares 1-3 Year Treasury Bond ETF made up 0.14% of Guidant Wealth Advisors's portfolio in Q3 2019, its #84 holding.
  • Guidant Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2019 and has held it in 3 quarters since.
  • 686 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.