Wharton Business Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Wharton Business Group’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	–	Sell	-3,020	Closed	-$256K	–	122
2019 Q3	$256K	Hold	3,020	–	–	0.03%	87
2019 Q2	$256K	Hold	3,020	–	–	0.03%	88
2019 Q1	$254K	Hold	3,020	–	–	0.03%	88
2018 Q4	$253K	Buy	+3,020	New	+$251K	0.03%	87

Other funds holding SHY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wharton Business Group's SHY Position: Q4 2019 in Review

Wharton Business Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2019, closing a stake of 3,020 shares — an estimated $256K sold.

Wharton Business Group first reported a position in SHY in Q4 2018 and held it in 4 quarters. The position peaked at $256K in Q3 2019. 764 funds tracked by Wall St. Rank hold SHY as of Q4 2019.

Wharton Business Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2019 after selling out during the quarter.
Wharton Business Group sold 3,020 iShares 1-3 Year Treasury Bond ETF shares in Q4 2019, an estimated $256K.
Wharton Business Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and held it in 4 quarters.
Wharton Business Group's iShares 1-3 Year Treasury Bond ETF position peaked at $256K in Q3 2019.
764 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2019.

Based on Wharton Business Group's 13F filing for Q4 2019, filed 4 Feb 2020.