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

Westshore Wealth’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
Q4 		$523K Buy
+6,175
New +$523K 0.58% 33

Other funds holding SHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Westshore Wealth's SHY Position: Q4 2019 in Review

Westshore Wealth opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2019: 6,175 shares worth $523K. The stake represents 0.58% of the portfolio and ranks #33 among its holdings.

764 funds tracked by Wall St. Rank hold SHY as of Q4 2019.

  • Westshore Wealth held 6,175 shares of iShares 1-3 Year Treasury Bond ETF worth $523K as of Q4 2019.
  • iShares 1-3 Year Treasury Bond ETF was a new Westshore Wealth position in Q4 2019.
  • iShares 1-3 Year Treasury Bond ETF made up 0.58% of Westshore Wealth's portfolio in Q4 2019, its #33 holding.
  • 764 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2019.

Based on Westshore Wealth's 13F filing for Q4 2019, filed 30 Mar 2020.