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

WESPAC Advisors SoCal’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
2016
Q2 		– Sell
-62
Closed -$5.27K – 302
2016
Q1 		$5.27K Buy
+62
New +$5.26K ﹤0.01% 237

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
CC
Capital Counsel New York $2.35B AUM 21.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WESPAC Advisors SoCal's SHY Position: Q2 2016 in Review

WESPAC Advisors SoCal sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2016, closing a stake of 62 shares — an estimated $5.27K sold.

WESPAC Advisors SoCal first reported a position in SHY in Q1 2016 and held it in 1 quarter. The position peaked at $5.27K in Q1 2016. 409 funds tracked by Wall St. Rank hold SHY as of Q2 2016.

  • WESPAC Advisors SoCal reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2016 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 62 iShares 1-3 Year Treasury Bond ETF shares in Q2 2016, an estimated $5.27K.
  • WESPAC Advisors SoCal first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2016 and held it in 1 quarter.
  • WESPAC Advisors SoCal's iShares 1-3 Year Treasury Bond ETF position peaked at $5.27K in Q1 2016.
  • 409 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2016.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2016, filed 12 Aug 2016.