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

HealthInvest 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
2016
Q4 		– Sell
-10,000
Closed -$850K – 17
2016
Q3 		$850K Buy
+10,000
New +$851K 0.63% 15

Other funds holding SHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

HealthInvest Partners's SHY Position: Q4 2016 in Review

HealthInvest Partners sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2016, closing a stake of 10,000 shares — an estimated $850K sold.

HealthInvest Partners first reported a position in SHY in Q3 2016 and held it in 1 quarter. The position peaked at $850K in Q3 2016. 432 funds tracked by Wall St. Rank hold SHY as of Q4 2016.

  • HealthInvest Partners reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2016 after selling out during the quarter.
  • HealthInvest Partners sold 10,000 iShares 1-3 Year Treasury Bond ETF shares in Q4 2016, an estimated $850K.
  • HealthInvest Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2016 and held it in 1 quarter.
  • HealthInvest Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $850K in Q3 2016.
  • 432 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2016.

Based on HealthInvest Partners's 13F filing for Q4 2016, filed 24 Jan 2017.