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RPG Investment Advisory’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

RPG Investment Advisory’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
Q2 		– Sell
-101
Closed -$8K – 332
2018
Q1 		$8K Hold
101
– – ﹤0.01% 298
2017
Q4 		$8K Buy
+101
New +$8.5K ﹤0.01% 300

Other funds holding SHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

RPG Investment Advisory's SHY Position: Q2 2018 in Review

RPG Investment Advisory sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2018, closing a stake of 101 shares — an estimated $8K sold.

RPG Investment Advisory first reported a position in SHY in Q4 2017 and held it in 2 quarters. The position peaked at $8K in Q1 2018. 534 funds tracked by Wall St. Rank hold SHY as of Q2 2018.

  • RPG Investment Advisory reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2018 after selling out during the quarter.
  • RPG Investment Advisory sold 101 iShares 1-3 Year Treasury Bond ETF shares in Q2 2018, an estimated $8K.
  • RPG Investment Advisory first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2017 and held it in 2 quarters.
  • RPG Investment Advisory's iShares 1-3 Year Treasury Bond ETF position peaked at $8K in Q1 2018.
  • 534 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2018.

Based on RPG Investment Advisory's 13F filing for Q2 2018, filed 6 Aug 2018.