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TAT
TD Ameritrade Trust’s
iShares 1-3 Year Treasury Bond ETF
SHY
Stock Holding History
TD Ameritrade Trust’s Portfolio
SHY Stock Details
SHY Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2017
Q4
–
Sell
-22,464
Closed
-$1.89M
–
38
2017
Q3
$1.89M
Sell
22,464
-17,779
-44%
-$1.5M
0.56%
29
2017
Q2
$3.42M
Buy
40,243
+16,108
+67%
+$1.36M
0.94%
31
2017
Q1
$2.04M
Sell
24,135
-9,363
-28%
-$791K
0.63%
28
2016
Q4
$2.83M
Buy
33,498
+240
+0.7%
+$20.3K
0.8%
26
2016
Q3
$2.83M
Buy
33,258
+725
+2%
+$61.7K
0.8%
28
2016
Q2
$2.78M
Sell
32,533
-7,648
-19%
-$650K
0.85%
27
2016
Q1
$3.42M
Sell
40,181
-4,138
-9%
-$351K
0.96%
31
2015
Q4
$3.74M
Buy
44,319
+26,482
+148%
+$2.24M
1.08%
29
2015
Q3
$1.52M
Sell
17,837
-1,248
-7%
-$106K
0.45%
36
2015
Q2
$1.62M
Sell
19,085
-2,309
-11%
-$196K
0.44%
33
2015
Q1
$1.82M
Buy
21,394
+3,457
+19%
+$293K
0.42%
35
2014
Q4
$1.51M
Buy
17,937
+1,356
+8%
+$115K
0.37%
34
2014
Q3
$1.4M
Buy
16,581
+13
+0.1%
+$1.1K
0.39%
33
2014
Q2
$1.4M
Buy
16,568
+286
+2%
+$24.2K
0.41%
31
2014
Q1
$1.38M
Buy
16,282
+345
+2%
+$29.1K
0.42%
32
2013
Q4
$1.34M
Sell
15,937
-2,079
-12%
-$176K
0.41%
31
2013
Q3
$1.52M
Sell
18,016
-1,541
-8%
-$130K
0.51%
31
2013
Q2
$1.65M
Buy
+19,557
New
+$1.65M
0.51%
31
Other funds holding SHY
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Members Trust
Tampa, Florida
$3.01B AUM
10.24%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management
Boston, Massachusetts
$1.25B AUM
45.27%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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