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

Legacy 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
2019
Q2 		– Sell
-190
Closed -$16K – 761
2019
Q1 		$16K Hold
190
– – 0.01% 514
2018
Q4 		$16K Hold
190
– – 0.01% 459
2018
Q3 		$15K Hold
190
– – 0.01% 429
2018
Q2 		$16K Hold
190
– – 0.01% 416
2018
Q1 		$15K Buy
+190
New +$15.9K 0.01% 406

Other funds holding SHY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Legacy Financial Advisors's SHY Position: Q2 2019 in Review

Legacy Financial Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2019, closing a stake of 190 shares — an estimated $16K sold.

Legacy Financial Advisors first reported a position in SHY in Q1 2018 and held it in 5 quarters. The position peaked at $16K in Q1 2019. 679 funds tracked by Wall St. Rank hold SHY as of Q2 2019.

  • Legacy Financial Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 190 iShares 1-3 Year Treasury Bond ETF shares in Q2 2019, an estimated $16K.
  • Legacy Financial Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2018 and held it in 5 quarters.
  • Legacy Financial Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $16K in Q1 2019.
  • 679 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.