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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RBA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Highland Private Wealth Management's SHY Position: Q3 2019 in Review

Highland Private Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2019, closing a stake of 2,501 shares — an estimated $212K sold.

Highland Private Wealth Management first reported a position in SHY in Q1 2017 and held it in 8 quarters. The position peaked at $259K in Q4 2017. 686 funds tracked by Wall St. Rank hold SHY as of Q3 2019.

Highland Private Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2019 after selling out during the quarter.
Highland Private Wealth Management sold 2,501 iShares 1-3 Year Treasury Bond ETF shares in Q3 2019, an estimated $212K.
Highland Private Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2017 and held it in 8 quarters.
Highland Private Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $259K in Q4 2017.
686 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2019.

Based on Highland Private Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.