Wall Capital Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Wall Capital Group’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	-2,758	Closed	-$232K	–	23
2019 Q1	$232K	Sell	2,758 -19,368	-88%	-$1.62M	0.12%	22
2018 Q4	$1.85M	Sell	22,126 -1,081	-5%	-$89.8K	1.1%	11
2018 Q3	$1.93M	Buy	23,207 +1,343	+6%	+$112K	0.99%	12
2018 Q2	$1.82M	Sell	21,864 -693	-3%	-$57.7K	1.01%	21
2018 Q1	$1.89M	Buy	22,557 +6,931	+44%	+$579K	1.08%	18
2017 Q4	$1.31M	Sell	15,626 -25,828	-62%	-$2.17M	0.83%	18
2017 Q3	$3.5M	Sell	41,454 -4,294	-9%	-$363K	2.26%	11
2017 Q2	$3.87M	Sell	45,748 -2,700	-6%	-$228K	2.62%	11
2017 Q1	$4.09M	Buy	+48,448	New	+$4.09M	3.24%	11

Other funds holding SHY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wall Capital Group's SHY Position: Q2 2019 in Review

Wall Capital Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2019, closing a stake of 2,758 shares — an estimated $232K sold.

Wall Capital Group first reported a position in SHY in Q1 2017 and held it in 9 quarters. The position peaked at $4.09M in Q1 2017. 679 funds tracked by Wall St. Rank hold SHY as of Q2 2019.

Wall Capital Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2019 after selling out during the quarter.
Wall Capital Group sold 2,758 iShares 1-3 Year Treasury Bond ETF shares in Q2 2019, an estimated $232K.
Wall Capital Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2017 and held it in 9 quarters.
Wall Capital Group's iShares 1-3 Year Treasury Bond ETF position peaked at $4.09M in Q1 2017.
679 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2019.

Based on Wall Capital Group's 13F filing for Q2 2019, filed 25 Jul 2019.