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Johanson Financial Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Johanson Financial Advisors’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
2016
Q4 		– Sell
-5,286
Closed -$450K – 50
2016
Q3 		$450K Sell
5,286
-167
-3% -$14.2K 0.48% 47
2016
Q2 		$465K Buy
+5,453
New +$463K 0.55% 45

Other funds holding SHY

Bank of America
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Johanson Financial Advisors's SHY Position: Q4 2016 in Review

Johanson Financial Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2016, closing a stake of 5,286 shares — an estimated $450K sold.

Johanson Financial Advisors first reported a position in SHY in Q2 2016 and held it in 2 quarters. The position peaked at $465K in Q2 2016. 432 funds tracked by Wall St. Rank hold SHY as of Q4 2016.

  • Johanson Financial Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Johanson Financial Advisors sold 5,286 iShares 1-3 Year Treasury Bond ETF shares in Q4 2016, an estimated $450K.
  • Johanson Financial Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2016 and held it in 2 quarters.
  • Johanson Financial Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $465K in Q2 2016.
  • 432 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2016.

Based on Johanson Financial Advisors's 13F filing for Q4 2016, filed 8 Feb 2017.