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Wambolt & Associates’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Wambolt & Associates’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
Q1 		– Sell
-4,428
Closed -$370K – 158
2018
Q4 		$370K Buy
+4,428
New +$368K 0.41% 83

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Bank of America
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wambolt & Associates's SHY Position: Q1 2019 in Review

Wambolt & Associates sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2019, closing a stake of 4,428 shares — an estimated $370K sold.

Wambolt & Associates first reported a position in SHY in Q4 2018 and held it in 1 quarter. The position peaked at $370K in Q4 2018. 675 funds tracked by Wall St. Rank hold SHY as of Q1 2019.

  • Wambolt & Associates reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Wambolt & Associates sold 4,428 iShares 1-3 Year Treasury Bond ETF shares in Q1 2019, an estimated $370K.
  • Wambolt & Associates first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and held it in 1 quarter.
  • Wambolt & Associates's iShares 1-3 Year Treasury Bond ETF position peaked at $370K in Q4 2018.
  • 675 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2019.

Based on Wambolt & Associates's 13F filing for Q1 2019, filed 11 Apr 2019.