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

Hefty Wealth 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 Q1	$3.37M	Sell	40,301 -10,191	-20%	-$852K	2.17%	8
2017 Q4	$4.23M	Buy	50,492 +627	+1%	+$52.8K	2.62%	6
2017 Q3	$4.21M	Sell	49,865 -6,213	-11%	-$525K	2.78%	7
2017 Q2	$4.74M	Buy	56,078 +1,850	+3%	+$156K	3.24%	4
2017 Q1	$4.58M	Buy	54,228 +1,188	+2%	+$100K	3.33%	3
2016 Q4	$4.48M	Buy	+53,040	New	+$4.49M	3.75%	4
2016 Q2	–	Sell	-5,335	Closed	-$453K	–	229
2016 Q1	$453K	Sell	5,335 -54,682	-91%	-$4.64M	0.42%	71
2015 Q4	$5.06M	Buy	+60,017	New	+$5.08M	4.83%	2

Other funds holding SHY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

Hefty Wealth Partners's SHY Position: Q1 2018 in Review

Hefty Wealth Partners reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 20% in Q1 2018, selling an estimated $852K and leaving 40,301 shares worth $3.37M. The position accounts for 2.17% of the portfolio, ranked #8.

Hefty Wealth Partners first reported a position in SHY in Q4 2015 and has held it in 8 quarters since. The position peaked at $5.06M in Q4 2015. 523 funds tracked by Wall St. Rank hold SHY as of Q1 2018.

Hefty Wealth Partners held 40,301 shares of iShares 1-3 Year Treasury Bond ETF worth $3.37M as of Q1 2018.
Hefty Wealth Partners sold 10,191 iShares 1-3 Year Treasury Bond ETF shares in Q1 2018, an estimated $852K.
iShares 1-3 Year Treasury Bond ETF made up 2.17% of Hefty Wealth Partners's portfolio in Q1 2018, its #8 holding.
Hefty Wealth Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2015 and has held it in 8 quarters since.
Hefty Wealth Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $5.06M in Q4 2015.
523 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.