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WA
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
Shares
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
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Members Trust
Tampa, Florida
$3.01B AUM
10.24%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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