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WealthBridge Capital Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

WealthBridge Capital Management’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
-75
Closed -$6K – 740
2019
Q1 		$6K Sell
75
-200
-73% -$16.7K ﹤0.01% 661
2018
Q4 		$23K Buy
+275
New +$22.9K 0.02% 385

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Ameriprise
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

WealthBridge Capital Management's SHY Position: Q2 2019 in Review

WealthBridge Capital Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2019, closing a stake of 75 shares — an estimated $6K sold.

WealthBridge Capital Management first reported a position in SHY in Q4 2018 and held it in 2 quarters. The position peaked at $23K in Q4 2018. 679 funds tracked by Wall St. Rank hold SHY as of Q2 2019.

  • WealthBridge Capital Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 75 iShares 1-3 Year Treasury Bond ETF shares in Q2 2019, an estimated $6K.
  • WealthBridge Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $23K in Q4 2018.
  • 679 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.