IFWM
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Institute for Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Institute for 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
2020
Q1 		– Sell
-583
Closed -$49K – 632
2019
Q4 		$49K Buy
+583
New +$49.4K 0.01% 515
2018
Q1 		– Sell
-57,396
Closed -$4.89M – 381
2017
Q4 		$4.89M Buy
57,396
+35,714
+165% +$3M 1.13% 9
2017
Q3 		$1.83M Sell
21,682
-1,273
-6% -$108K 0.6% 46
2017
Q2 		$1.94M Buy
+22,955
New +$1.94M 0.53% 36
2015
Q4 		$446K Buy
5,291
+1,961
+59% +$166K 0.67% 28
2015
Q3 		$283K Buy
+3,330
New +$282K 0.54% 26
2015
Q2 		– Sell
-23,923
Closed -$2.03M – 31
2015
Q1 		$2.03M Sell
23,923
-1,674
-7% -$142K 2.23% 12
2014
Q4 		$2.16M Sell
25,597
-6,177
-19% -$523K 2.27% 14
2014
Q3 		$2.69M Buy
31,774
+5,823
+22% +$492K 2.56% 14
2014
Q2 		$2.19M Sell
25,951
-1,146
-4% -$96.9K 1.9% 16
2014
Q1 		$2.29M Sell
27,097
-2,071
-7% -$175K 1.96% 17
2013
Q4 		$2.46M Sell
29,168
-5,317
-15% -$449K 1.77% 19
2013
Q3 		$2.91M Buy
34,485
+2,988
+9% +$252K 2% 20
2013
Q2 		$2.65M Buy
+31,497
New +$2.66M 2.13% 23

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return

Institute for Wealth Management's SHY Position: Q1 2020 in Review

Institute for Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2020, closing a stake of 583 shares — an estimated $49K sold.

Institute for Wealth Management first reported a position in SHY in Q2 2013 and held it in 14 quarters. The position peaked at $4.89M in Q4 2017. 805 funds tracked by Wall St. Rank hold SHY as of Q1 2020.

  • Institute for Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 583 iShares 1-3 Year Treasury Bond ETF shares in Q1 2020, an estimated $49K.
  • Institute for Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and held it in 14 quarters.
  • Institute for Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $4.89M in Q4 2017.
  • 805 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.