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Portfolio Strategies’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Portfolio Strategies’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
Q4 		– Sell
-250
Closed -$21K – 169
2018
Q3 		$21K Hold
250
– – 0.01% 114
2018
Q2 		$21K Hold
250
– – 0.01% 115
2018
Q1 		$21K Hold
250
– – 0.02% 118
2017
Q4 		$21K Buy
+250
New +$21K 0.01% 126

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return

Portfolio Strategies's SHY Position: Q4 2018 in Review

Portfolio Strategies sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2018, closing a stake of 250 shares — an estimated $21K sold.

Portfolio Strategies first reported a position in SHY in Q4 2017 and held it in 4 quarters. The position peaked at $21K in Q3 2018. 656 funds tracked by Wall St. Rank hold SHY as of Q4 2018.

  • Portfolio Strategies reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Portfolio Strategies sold 250 iShares 1-3 Year Treasury Bond ETF shares in Q4 2018, an estimated $21K.
  • Portfolio Strategies first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2017 and held it in 4 quarters.
  • Portfolio Strategies's iShares 1-3 Year Treasury Bond ETF position peaked at $21K in Q3 2018.
  • 656 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2018.

Based on Portfolio Strategies's 13F filing for Q4 2018, filed 4 Feb 2019.