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

LBA 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
2017
Q1 		– Sell
-1,200
Closed -$101K – 470
2016
Q4 		$101K Hold
1,200
– – 0.06% 144
2016
Q3 		$102K Buy
1,200
+150
+14% +$12.8K 0.06% 153
2016
Q2 		$90K Buy
+1,050
New +$89.2K 0.05% 158

Other funds holding SHY

Bank of America
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LBA Wealth Management's SHY Position: Q1 2017 in Review

LBA Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2017, closing a stake of 1,200 shares — an estimated $101K sold.

LBA Wealth Management first reported a position in SHY in Q2 2016 and held it in 3 quarters. The position peaked at $102K in Q3 2016. 432 funds tracked by Wall St. Rank hold SHY as of Q1 2017.

  • LBA Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2017 after selling out during the quarter.
  • LBA Wealth Management sold 1,200 iShares 1-3 Year Treasury Bond ETF shares in Q1 2017, an estimated $101K.
  • LBA Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2016 and held it in 3 quarters.
  • LBA Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $102K in Q3 2016.
  • 432 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.