WWM
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Willingdon Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Willingdon Wealth Management’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
Q1 		– Sell
-279
Closed -$23K – 394
2018
Q4 		$23K Buy
+279
New +$23.2K 0.01% 227

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Willingdon Wealth Management's SHY Position: Q1 2019 in Review

Willingdon Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2019, closing a stake of 279 shares — an estimated $23K sold.

Willingdon Wealth Management first reported a position in SHY in Q4 2018 and held it in 1 quarter. The position peaked at $23K in Q4 2018. 675 funds tracked by Wall St. Rank hold SHY as of Q1 2019.

  • Willingdon Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Willingdon Wealth Management sold 279 iShares 1-3 Year Treasury Bond ETF shares in Q1 2019, an estimated $23K.
  • Willingdon Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and held it in 1 quarter.
  • Willingdon Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $23K in Q4 2018.
  • 675 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2019.

Based on Willingdon Wealth Management's 13F filing for Q1 2019, filed 9 May 2019.