WA
SHY icon

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

WFG Advisors’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
2017
Q2 		$33K Sell
390
-185
-32% -$15.6K 0.01% 820
2017
Q1 		$49K Sell
575
-400
-41% -$33.8K 0.01% 659
2016
Q4 		$82K Sell
975
-378
-28% -$32K 0.02% 581
2016
Q3 		$115K Sell
1,353
-42
-3% -$3.57K 0.03% 486
2016
Q2 		$119K Buy
1,395
+278
+25% +$23.6K 0.03% 459
2016
Q1 		$95K Sell
1,117
-35
-3% -$2.97K 0.03% 482
2015
Q4 		$97K Sell
1,152
-510
-31% -$43.2K 0.03% 476
2015
Q3 		$141K Buy
1,662
+751
+82% +$63.7K 0.04% 373
2015
Q2 		$77K Sell
911
-699
-43% -$59.3K 0.02% 607
2015
Q1 		$137K Sell
1,610
-50
-3% -$4.24K 0.04% 445
2014
Q4 		$140K Sell
1,660
-3,276
-66% -$277K 0.03% 544
2014
Q3 		$417K Sell
4,936
-730
-13% -$61.7K 0.08% 293
2014
Q2 		$479K Buy
5,666
+735
+15% +$62.1K 0.09% 263
2014
Q1 		$416K Sell
4,931
-5,771
-54% -$487K 0.08% 274
2013
Q4 		$903K Sell
10,702
-275
-3% -$23.2K 0.13% 182
2013
Q3 		$927K Sell
10,977
-1,070
-9% -$90.2K 0.14% 166
2013
Q2 		$1.01M Buy
+12,047
New +$1.02M 0.17% 150

Other funds holding SHY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

WFG Advisors's SHY Position: Q2 2017 in Review

WFG Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 32% in Q2 2017, selling an estimated $15.6K and leaving 390 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #820.

WFG Advisors first reported a position in SHY in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.01M in Q2 2013. 434 funds tracked by Wall St. Rank hold SHY as of Q2 2017.

  • WFG Advisors held 390 shares of iShares 1-3 Year Treasury Bond ETF worth $33K as of Q2 2017.
  • WFG Advisors sold 185 iShares 1-3 Year Treasury Bond ETF shares in Q2 2017, an estimated $15.6K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #820 holding.
  • WFG Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $1.01M in Q2 2013.
  • 434 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.