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

Wealthfront’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
2015
Q4 		– Sell
-96
Closed -$8K – 916
2015
Q3 		$8K Buy
96
+80
+500% +$6.79K ﹤0.01% 1021
2015
Q2 		$1K Hold
16
– – ﹤0.01% 1253
2015
Q1 		$1K Hold
16
– – ﹤0.01% 1134
2014
Q4 		$1K Sell
16
-291
-95% -$24.6K ﹤0.01% 632
2014
Q3 		$26K Buy
+307
New +$25.9K ﹤0.01% 489
2014
Q2 		– Sell
-131
Closed -$11K – 621
2014
Q1 		$11K Buy
+131
New +$11.1K ﹤0.01% 488

Other funds holding SHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HIM
Hanlon Investment Management Egg Harbor Township, New Jersey $181M AUM 27.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CPS
Counsel Portfolio Services Mississauga, Ontario, Canada $1.01B AUM 2.83% 1-Year Est. Return

Wealthfront's SHY Position: Q4 2015 in Review

Wealthfront sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2015, closing a stake of 96 shares — an estimated $8K sold.

Wealthfront first reported a position in SHY in Q1 2014 and held it in 6 quarters. The position peaked at $26K in Q3 2014. 417 funds tracked by Wall St. Rank hold SHY as of Q4 2015.

  • Wealthfront reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 96 iShares 1-3 Year Treasury Bond ETF shares in Q4 2015, an estimated $8K.
  • Wealthfront first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2014 and held it in 6 quarters.
  • Wealthfront's iShares 1-3 Year Treasury Bond ETF position peaked at $26K in Q3 2014.
  • 417 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.