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

LVW 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
2018
Q1 		– Sell
-52,782
Closed -$4.43M – 148
2017
Q4 		$4.43M Buy
+52,782
New +$4.44M 1.29% 17

Other funds holding SHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

LVW Advisors's SHY Position: Q1 2018 in Review

LVW Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2018, closing a stake of 52,782 shares — an estimated $4.43M sold.

LVW Advisors first reported a position in SHY in Q4 2017 and held it in 1 quarter. The position peaked at $4.43M in Q4 2017. 523 funds tracked by Wall St. Rank hold SHY as of Q1 2018.

  • LVW Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2018 after selling out during the quarter.
  • LVW Advisors sold 52,782 iShares 1-3 Year Treasury Bond ETF shares in Q1 2018, an estimated $4.43M.
  • LVW Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2017 and held it in 1 quarter.
  • LVW Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $4.43M in Q4 2017.
  • 523 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2018.

Based on LVW Advisors's 13F filing for Q1 2018, filed 20 Apr 2018.