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JP Morgan Private Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

JP Morgan Private Wealth 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
2015
Q4 		– Sell
-3,401
Closed -$289K – 1206
2015
Q3 		$289K Buy
+3,401
New +$288K ﹤0.01% 805

Other funds holding SHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HIM
Hanlon Investment Management Egg Harbor Township, New Jersey $181M AUM 27.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CPS
Counsel Portfolio Services Mississauga, Ontario, Canada $1.01B AUM 2.83% 1-Year Est. Return

JP Morgan Private Wealth Advisors's SHY Position: Q4 2015 in Review

JP Morgan Private Wealth Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2015, closing a stake of 3,401 shares — an estimated $289K sold.

JP Morgan Private Wealth Advisors first reported a position in SHY in Q3 2015 and held it in 1 quarter. The position peaked at $289K in Q3 2015. 417 funds tracked by Wall St. Rank hold SHY as of Q4 2015.

  • JP Morgan Private Wealth Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2015 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 3,401 iShares 1-3 Year Treasury Bond ETF shares in Q4 2015, an estimated $289K.
  • JP Morgan Private Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2015 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $289K in Q3 2015.
  • 417 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2015.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.