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New England Investment & Retirement Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

New England Investment & Retirement Group’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
Q3 		– Sell
-14,244
Closed -$1.21M – 71
2019
Q2 		$1.21M Sell
14,244
-1,308
-8% -$110K 0.49% 27
2019
Q1 		$1.31M Buy
15,552
+720
+5% +$60.3K 0.6% 27
2018
Q4 		$1.24M Buy
+14,832
New +$1.23M 0.71% 21

Other funds holding SHY

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

New England Investment & Retirement Group's SHY Position: Q3 2019 in Review

New England Investment & Retirement Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2019, closing a stake of 14,244 shares — an estimated $1.21M sold.

New England Investment & Retirement Group first reported a position in SHY in Q4 2018 and held it in 3 quarters. The position peaked at $1.31M in Q1 2019. 686 funds tracked by Wall St. Rank hold SHY as of Q3 2019.

  • New England Investment & Retirement Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2019 after selling out during the quarter.
  • New England Investment & Retirement Group sold 14,244 iShares 1-3 Year Treasury Bond ETF shares in Q3 2019, an estimated $1.21M.
  • New England Investment & Retirement Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and held it in 3 quarters.
  • New England Investment & Retirement Group's iShares 1-3 Year Treasury Bond ETF position peaked at $1.31M in Q1 2019.
  • 686 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2019.

Based on New England Investment & Retirement Group's 13F filing for Q3 2019, filed 29 Oct 2019.