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Wasatch Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Wasatch 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
2018
Q3 		– Sell
-36,500
Closed -$3.04M – 273
2018
Q2 		$3.04M Hold
36,500
– – 0.04% 195
2018
Q1 		$3.05M Buy
+36,500
New +$3.05M 0.04% 193

Other funds holding SHY

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $281M AUM 36.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Wasatch Advisors's SHY Position: Q3 2018 in Review

Wasatch Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2018, closing a stake of 36,500 shares — an estimated $3.04M sold.

Wasatch Advisors first reported a position in SHY in Q1 2018 and held it in 2 quarters. The position peaked at $3.05M in Q1 2018. 529 funds tracked by Wall St. Rank hold SHY as of Q3 2018.

  • Wasatch Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Wasatch Advisors sold 36,500 iShares 1-3 Year Treasury Bond ETF shares in Q3 2018, an estimated $3.04M.
  • Wasatch Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2018 and held it in 2 quarters.
  • Wasatch Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $3.05M in Q1 2018.
  • 529 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2018.

Based on Wasatch Advisors's 13F filing for Q3 2018, filed 7 Nov 2018.