WI
SHY icon

WBI Investments’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

WBI Investments’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
-4,413
Closed -$371K – 291
2019
Q1 		$371K Buy
+4,413
New +$369K 0.03% 218
2017
Q1 		– Sell
-111,713
Closed -$9.43M – 364
2016
Q4 		$9.43M Sell
111,713
-21,282
-16% -$1.8M 0.41% 57
2016
Q3 		$11.3M Buy
+132,995
New +$11.3M 0.43% 51
2015
Q3 		– Sell
-1,850,418
Closed -$157M – 250
2015
Q2 		$157M Buy
+1,850,418
New +$157M 3.95% 2
2015
Q1 		– Sell
-658,413
Closed -$55.6M – 265
2014
Q4 		$55.6M Buy
658,413
+10,569
+2% +$895K 1.52% 22
2014
Q3 		$54.7M Buy
+647,844
New +$54.8M 1.63% 21

Other funds holding SHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return