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Towerpoint Wealth’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Towerpoint Wealth’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
2019
Q4 		– Sell
-125
Closed -$11K – 75
2019
Q3 		$11K Buy
+125
New +$10.6K 0.01% 80

Other funds holding SHY

Bank of America
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Towerpoint Wealth's SHY Position: Q4 2019 in Review

Towerpoint Wealth sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2019, closing a stake of 125 shares — an estimated $11K sold.

Towerpoint Wealth first reported a position in SHY in Q3 2019 and held it in 1 quarter. The position peaked at $11K in Q3 2019. 764 funds tracked by Wall St. Rank hold SHY as of Q4 2019.

  • Towerpoint Wealth reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Towerpoint Wealth sold 125 iShares 1-3 Year Treasury Bond ETF shares in Q4 2019, an estimated $11K.
  • Towerpoint Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2019 and held it in 1 quarter.
  • Towerpoint Wealth's iShares 1-3 Year Treasury Bond ETF position peaked at $11K in Q3 2019.
  • 764 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2019.

Based on Towerpoint Wealth's 13F filing for Q4 2019, filed 15 Jan 2020.