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

Oak Point 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
2018
Q1 		$1.28M Sell
15,382
-4,743
-24% -$396K 1.31% 23
2017
Q4 		$1.69M Buy
+20,125
New +$1.69M 1.67% 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 $3.21B AUM 13.73% 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

Oak Point Wealth Management's SHY Position: Q1 2018 in Review

Oak Point Wealth Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 24% in Q1 2018, selling an estimated $396K and leaving 15,382 shares worth $1.28M. The position accounts for 1.31% of the portfolio, ranked #23.

Oak Point Wealth Management first reported a position in SHY in Q4 2017 and has held it in 2 quarters since. The position peaked at $1.69M in Q4 2017. 523 funds tracked by Wall St. Rank hold SHY as of Q1 2018.

  • Oak Point Wealth Management held 15,382 shares of iShares 1-3 Year Treasury Bond ETF worth $1.28M as of Q1 2018.
  • Oak Point Wealth Management sold 4,743 iShares 1-3 Year Treasury Bond ETF shares in Q1 2018, an estimated $396K.
  • iShares 1-3 Year Treasury Bond ETF made up 1.31% of Oak Point Wealth Management's portfolio in Q1 2018, its #23 holding.
  • Oak Point Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2017 and has held it in 2 quarters since.
  • Oak Point Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $1.69M in Q4 2017.
  • 523 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.