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Vanguard Capital Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Vanguard Capital Wealth Advisors’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
Q3 		– Sell
-6,238
Closed -$520K – 136
2018
Q2 		$520K Sell
6,238
-1,957
-24% -$163K 0.69% 55
2018
Q1 		$685K Sell
8,195
-2,248
-22% -$188K 0.9% 35
2017
Q4 		$876K Buy
+10,443
New +$879K 1.1% 30

Other funds holding SHY

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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
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
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Vanguard Capital Wealth Advisors's SHY Position: Q3 2018 in Review

Vanguard Capital Wealth Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2018, closing a stake of 6,238 shares — an estimated $520K sold.

Vanguard Capital Wealth Advisors first reported a position in SHY in Q4 2017 and held it in 3 quarters. The position peaked at $876K in Q4 2017. 530 funds tracked by Wall St. Rank hold SHY as of Q3 2018.

  • Vanguard Capital Wealth Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Vanguard Capital Wealth Advisors sold 6,238 iShares 1-3 Year Treasury Bond ETF shares in Q3 2018, an estimated $520K.
  • Vanguard Capital Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2017 and held it in 3 quarters.
  • Vanguard Capital Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $876K in Q4 2017.
  • 530 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2018.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q3 2018, filed 19 Oct 2018.