VAM
SHY icon

Visionary Asset Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Visionary Asset Management’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
Q4 		$70.6M Buy
844,664
+805,474
+2,055% +$66.9M 27.99% 1
2018
Q3 		$3.26M Sell
39,190
-39,190
-50% -$3.26M 1.04% 16
2018
Q2 		$6.54M Buy
78,380
+19,522
+33% +$1.63M 2.19% 3
2018
Q1 		$4.91M Buy
+58,858
New +$4.92M 1.58% 5
2017
Q4 		– Sell
-29,147
Closed -$2.46M – 302
2017
Q3 		$2.46M Buy
29,147
+309
+1% +$26.1K 0.72% 63
2017
Q2 		$2.44M Buy
28,838
+15,278
+113% +$1.29M 0.71% 69
2017
Q1 		$1.15M Sell
13,560
-5,010
-27% -$423K 0.36% 78
2016
Q4 		$1.57M Buy
+18,570
New +$1.57M 0.51% 74
2016
Q2 		– Sell
-58,607
Closed -$4.98M – 99
2016
Q1 		$4.98M Sell
58,607
-57,764
-50% -$4.9M 1.76% 10
2015
Q4 		$9.82M Sell
116,371
-276,461
-70% -$23.4M 6.68% 8
2015
Q3 		$33.4M Buy
392,832
+364,888
+1,306% +$30.9M 23.85% 1
2015
Q2 		$2.37M Buy
27,944
+7,441
+36% +$631K 0.79% 71
2015
Q1 		$1.74M Sell
20,503
-14,834
-42% -$1.26M 0.55% 75
2014
Q4 		$2.98M Buy
35,337
+30,561
+640% +$2.59M 0.94% 52
2014
Q3 		$403K Buy
+4,776
New +$404K 0.11% 80
2014
Q2 		– Sell
-15,086
Closed -$1.27M – 424
2014
Q1 		$1.27M Buy
15,086
+8,361
+124% +$706K 0.3% 65
2013
Q4 		$568K Sell
6,725
-1,115
-14% -$94.2K 0.15% 48
2013
Q3 		$662K Buy
+7,840
New +$661K 0.21% 68

Other funds holding SHY

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return

Visionary Asset Management's SHY Position: Q4 2018 in Review

Visionary Asset Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 2,055% in Q4 2018, buying an estimated $66.9M and bringing the position to 844,664 shares worth $70.6M. The position accounts for 27.99% of the portfolio, ranked #1.

Visionary Asset Management first reported a position in SHY in Q3 2013 and has held it in 18 quarters since. 656 funds tracked by Wall St. Rank hold SHY as of Q4 2018.

  • Visionary Asset Management held 844,664 shares of iShares 1-3 Year Treasury Bond ETF worth $70.6M as of Q4 2018.
  • Visionary Asset Management bought 805,474 iShares 1-3 Year Treasury Bond ETF shares in Q4 2018, an estimated $66.9M.
  • iShares 1-3 Year Treasury Bond ETF made up 27.99% of Visionary Asset Management's portfolio in Q4 2018, its #1 holding.
  • Visionary Asset Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2013 and has held it in 18 quarters since.
  • 656 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2018.

Based on Visionary Asset Management's 13F filing for Q4 2018, filed 11 Jan 2019.