HPWM
SHY icon

Highland Private Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Highland Private 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
2019
Q3 		– Sell
-2,501
Closed -$212K – 130
2019
Q2 		$212K Hold
2,501
– – 0.06% 112
2019
Q1 		$210K Hold
2,501
– – 0.07% 109
2018
Q4 		$209K Hold
2,501
– – 0.08% 92
2018
Q3 		$207K Sell
2,501
-453
-15% -$37.7K 0.07% 101
2018
Q2 		$246K Buy
+2,954
New +$246K 0.09% 87
2018
Q1 		– Sell
-3,089
Closed -$259K – 149
2017
Q4 		$259K Buy
3,089
+325
+12% +$27.3K 0.1% 80
2017
Q3 		$233K Buy
+2,764
New +$234K 0.1% 82
2017
Q2 		– Sell
-688
Closed -$58K – 89
2017
Q1 		$58K Buy
+688
New +$58.1K 0.03% 74

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 $5.7T 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 $431B 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 $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return