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

Vontobel Swiss 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
2019 Q2	–	Sell	-2,980	Closed	-$250K	–	122
2019 Q1	$250K	Sell	2,980 -18,664	-86%	-$1.56M	0.27%	48
2018 Q4	$1.79M	Sell	21,644 -5,492	-20%	-$456K	1.33%	29
2018 Q3	$2.21M	Sell	27,136 -190	-0.7%	-$15.8K	1.29%	23
2018 Q2	$2.28M	Sell	27,326 -840	-3%	-$70K	1.29%	22
2018 Q1	$2.35M	Sell	28,166 -1,177	-4%	-$98.3K	1.24%	22
2017 Q4	$2.4M	Sell	29,343 -205	-0.7%	-$17.2K	1.41%	20
2017 Q3	$2.42M	Sell	29,548 -1,109	-4%	-$93.8K	1.48%	17
2017 Q2	$2.59M	Sell	30,657 -790	-3%	-$66.8K	1.65%	17
2017 Q1	$2.66M	Sell	31,447 -1,245	-4%	-$105K	1.44%	21
2016 Q4	$2.76M	Sell	32,692 -990	-3%	-$83.8K	1.7%	21
2016 Q3	$2.86M	Sell	33,682 -365	-1%	-$31.1K	1.54%	24
2016 Q2	$2.62M	Sell	34,047 -1,598	-4%	-$136K	1.55%	26
2016 Q1	$3.03M	Sell	35,645 -260	-0.7%	-$22.1K	1.61%	25
2015 Q4	$3.03M	Sell	35,905 -14,110	-28%	-$1.19M	1.78%	26
2015 Q3	$4.15M	Buy	+50,015	New	+$4.24M	2.85%	14
2015 Q2	–	Sell	-48,197	Closed	-$4.09M	–	42
2015 Q1	$4.09M	Buy	+48,197	New	+$4.08M	2.78%	14

Other funds holding SHY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's SHY Position: Q2 2019 in Review

Vontobel Swiss Wealth Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2019, closing a stake of 2,980 shares — an estimated $250K sold.

Vontobel Swiss Wealth Advisors first reported a position in SHY in Q1 2015 and held it in 16 quarters. The position peaked at $4.15M in Q3 2015. 679 funds tracked by Wall St. Rank hold SHY as of Q2 2019.

Vontobel Swiss Wealth Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2019 after selling out during the quarter.
Vontobel Swiss Wealth Advisors sold 2,980 iShares 1-3 Year Treasury Bond ETF shares in Q2 2019, an estimated $250K.
Vontobel Swiss Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2015 and held it in 16 quarters.
Vontobel Swiss Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $4.15M in Q3 2015.
679 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2019.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q2 2019, filed 12 Aug 2019.