LYV
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Live Your Vision’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Live Your Vision’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
Q1 		$43K Sell
520
-66
-11% -$5.53K 0.01% 130
2018
Q4 		$49K Hold
586
– – 0.02% 118
2018
Q3 		$49K Buy
586
+58
+11% +$4.83K 0.02% 116
2018
Q2 		$44K Hold
528
– – 0.01% 128
2018
Q1 		$44K Sell
528
-270
-34% -$22.6K 0.01% 116
2017
Q4 		$66K Buy
798
+12
+2% +$1.01K 0.02% 101
2017
Q3 		$66K Sell
786
-5
-0.6% -$423 0.02% 96
2017
Q2 		$67K Sell
791
-161
-17% -$13.6K 0.03% 91
2017
Q1 		$80K Buy
952
+168
+21% +$14.2K 0.03% 90
2016
Q4 		$66K Sell
784
-561
-42% -$47.5K 0.03% 94
2016
Q3 		$114K Buy
+1,345
New +$114K 0.05% 73
2015
Q4 		– Sell
-2,665
Closed -$226K – 236
2015
Q3 		$226K Sell
2,665
-813
-23% -$69K 0.11% 65
2015
Q2 		$295K Sell
3,478
-53,125
-94% -$4.51M 0.14% 52
2015
Q1 		$4.8M Sell
56,603
-22,657
-29% -$1.92M 2.28% 12
2014
Q4 		$6.72M Sell
79,260
-14,846
-16% -$1.26M 3.35% 7
2014
Q3 		$7.98M Buy
94,106
+11,391
+14% +$963K 4.21% 6
2014
Q2 		$6.99M Sell
82,715
-3,310
-4% -$280K 3.66% 9
2014
Q1 		$7.26M Sell
86,025
-632
-0.7% -$53.4K 3.84% 9
2013
Q4 		$7.31M Sell
86,657
-822
-0.9% -$69.4K 4.03% 10
2013
Q3 		$7.39M Sell
87,479
-4,189
-5% -$353K 4.26% 10
2013
Q2 		$7.72M Buy
+91,668
New +$7.74M 4.62% 7

Other funds holding SHY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 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

Live Your Vision's SHY Position: Q1 2019 in Review

Live Your Vision reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 11% in Q1 2019, selling an estimated $5.53K and leaving 520 shares worth $43K. The position accounts for 0.01% of the portfolio, ranked #130.

Live Your Vision first reported a position in SHY in Q2 2013 and has held it in 21 quarters since. The position peaked at $7.98M in Q3 2014. 675 funds tracked by Wall St. Rank hold SHY as of Q1 2019.

  • Live Your Vision held 520 shares of iShares 1-3 Year Treasury Bond ETF worth $43K as of Q1 2019.
  • Live Your Vision sold 66 iShares 1-3 Year Treasury Bond ETF shares in Q1 2019, an estimated $5.53K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.01% of Live Your Vision's portfolio in Q1 2019, its #130 holding.
  • Live Your Vision first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and has held it in 21 quarters since.
  • Live Your Vision's iShares 1-3 Year Treasury Bond ETF position peaked at $7.98M in Q3 2014.
  • 675 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2019.

Based on Live Your Vision's 13F filing for Q1 2019, filed 25 Apr 2019.