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

Waldron Private 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
2016
Q1 		– Sell
-5,953
Closed -$502K – 175
2015
Q4 		$502K Hold
5,953
– – 0.19% 65
2015
Q3 		$505K Buy
+5,953
New +$505K 0.22% 47

Other funds holding SHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
HIM
Hanlon Investment Management Egg Harbor Township, New Jersey $181M AUM 27.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CC
Capital Counsel New York $2.35B AUM 21.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Waldron Private Wealth's SHY Position: Q1 2016 in Review

Waldron Private Wealth sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2016, closing a stake of 5,953 shares — an estimated $502K sold.

Waldron Private Wealth first reported a position in SHY in Q3 2015 and held it in 2 quarters. The position peaked at $505K in Q3 2015. 439 funds tracked by Wall St. Rank hold SHY as of Q1 2016.

  • Waldron Private Wealth reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2016 after selling out during the quarter.
  • Waldron Private Wealth sold 5,953 iShares 1-3 Year Treasury Bond ETF shares in Q1 2016, an estimated $502K.
  • Waldron Private Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2015 and held it in 2 quarters.
  • Waldron Private Wealth's iShares 1-3 Year Treasury Bond ETF position peaked at $505K in Q3 2015.
  • 439 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2016.

Based on Waldron Private Wealth's 13F filing for Q1 2016, filed 9 May 2016.