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Ruggie Capital Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Ruggie Capital 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
2017
Q3 		– Sell
-428
Closed -$36K – 278
2017
Q2 		$36K Buy
+428
New +$36.2K 0.02% 151

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Ruggie Capital Group's SHY Position: Q3 2017 in Review

Ruggie Capital Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2017, closing a stake of 428 shares — an estimated $36K sold.

Ruggie Capital Group first reported a position in SHY in Q2 2017 and held it in 1 quarter. The position peaked at $36K in Q2 2017. 445 funds tracked by Wall St. Rank hold SHY as of Q3 2017.

  • Ruggie Capital Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Ruggie Capital Group sold 428 iShares 1-3 Year Treasury Bond ETF shares in Q3 2017, an estimated $36K.
  • Ruggie Capital Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2017 and held it in 1 quarter.
  • Ruggie Capital Group's iShares 1-3 Year Treasury Bond ETF position peaked at $36K in Q2 2017.
  • 445 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2017.

Based on Ruggie Capital Group's 13F filing for Q3 2017, filed 8 Nov 2017.