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

Wela Strategies’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	-100,411	Closed	-$8.4M	–	38
2018 Q4	$8.4M	Buy	100,411 +2,211	+2%	+$184K	6.33%	6
2018 Q3	$8.16M	Buy	98,200 +9,473	+11%	+$788K	5.75%	6
2018 Q2	$7.4M	Buy	88,727 +6,054	+7%	+$504K	5.51%	7
2018 Q1	$6.91M	Sell	82,673 -959	-1%	-$80.1K	5.53%	7
2017 Q4	$7.01M	Buy	83,632 +2,025	+2%	+$170K	5.52%	5
2017 Q3	$6.89M	Buy	81,607 +9,845	+14%	+$832K	6.47%	5
2017 Q2	$6.06M	Buy	71,762 +2,158	+3%	+$182K	5.56%	6
2017 Q1	$5.88M	Buy	+69,604	New	+$5.88M	5.77%	6

Other funds holding SHY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wela Strategies's SHY Position: Q1 2019 in Review

Wela Strategies sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2019, closing a stake of 100,411 shares — an estimated $8.4M sold.

Wela Strategies first reported a position in SHY in Q1 2017 and held it in 8 quarters. The position peaked at $8.4M in Q4 2018. 676 funds tracked by Wall St. Rank hold SHY as of Q1 2019.

Wela Strategies reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2019 after selling out during the quarter.
Wela Strategies sold 100,411 iShares 1-3 Year Treasury Bond ETF shares in Q1 2019, an estimated $8.4M.
Wela Strategies first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2017 and held it in 8 quarters.
Wela Strategies's iShares 1-3 Year Treasury Bond ETF position peaked at $8.4M in Q4 2018.
676 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2019.

Based on Wela Strategies's 13F filing for Q1 2019, filed 24 Apr 2019.