Integrated Wealth Management (Palm Desert)’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2017 Q1	$273K	Sell	3,235 -277	-8%	-$23.4K	0.09%	196
2016 Q4	$297K	Buy	3,512 +1,412	+67%	+$120K	0.11%	174
2016 Q3	$179K	Hold	2,100	–	–	0.06%	241
2016 Q2	$179K	Hold	2,100	–	–	0.07%	228
2016 Q1	$179K	Hold	2,100	–	–	0.08%	202
2015 Q4	$177K	Hold	2,100	–	–	0.08%	204
2015 Q3	$178K	Hold	2,100	–	–	0.08%	201
2015 Q2	$178K	Hold	2,100	–	–	0.07%	208
2015 Q1	$178K	Buy	+2,100	New	+$178K	0.07%	200

Other funds holding SHY

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

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

BlackRock New York $6.73T AUM 46.02% 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

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s SHY Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 7.9% in Q1 2017, selling an estimated $23.4K and leaving 3,235 shares worth $273K. The position accounts for 0.09% of the portfolio, ranked #196.

Integrated Wealth Management (Palm Desert) first reported a position in SHY in Q1 2015 and has held it in 9 quarters since. The position peaked at $297K in Q4 2016. 432 funds tracked by Wall St. Rank hold SHY as of Q1 2017.

Integrated Wealth Management (Palm Desert) held 3,235 shares of iShares 1-3 Year Treasury Bond ETF worth $273K as of Q1 2017.
Integrated Wealth Management (Palm Desert) sold 277 iShares 1-3 Year Treasury Bond ETF shares in Q1 2017, an estimated $23.4K.
iShares 1-3 Year Treasury Bond ETF made up 0.09% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #196 holding.
Integrated Wealth Management (Palm Desert) first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2015 and has held it in 9 quarters since.
Integrated Wealth Management (Palm Desert)'s iShares 1-3 Year Treasury Bond ETF position peaked at $297K in Q4 2016.
432 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.