YorkBridge Wealth Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

YorkBridge Wealth Partners’s Portfolio SHV Stock Details SHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-32	Closed	-$4K	–	555
2019 Q2	$4K	Hold	32	–	–	﹤0.01%	674
2019 Q1	$4K	Hold	32	–	–	﹤0.01%	673
2018 Q4	$4K	Hold	32	–	–	﹤0.01%	651
2018 Q3	$4K	Hold	32	–	–	﹤0.01%	677
2018 Q2	$4K	Hold	32	–	–	﹤0.01%	711
2018 Q1	$4K	Sell	32 -165	-84%	-$18.2K	﹤0.01%	703
2017 Q4	$22K	Sell	197 -31	-14%	-$3.42K	0.01%	486
2017 Q3	$25K	Hold	228	–	–	0.01%	467
2017 Q2	$25K	Hold	228	–	–	0.01%	459
2017 Q1	$25K	Buy	228 +196	+613%	+$21.6K	0.01%	456
2016 Q4	$4K	Buy	+32	New	+$3.53K	﹤0.01%	694

Other funds holding SHV

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

YorkBridge Wealth Partners's SHV Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2019, closing a stake of 32 shares — an estimated $4K sold.

YorkBridge Wealth Partners first reported a position in SHV in Q4 2016 and held it in 11 quarters. The position peaked at $25K in Q3 2017. 345 funds tracked by Wall St. Rank hold SHV as of Q3 2019.

YorkBridge Wealth Partners reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 32 iShares 0-1 Year Treasury Bond ETF shares in Q3 2019, an estimated $4K.
YorkBridge Wealth Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $25K in Q3 2017.
345 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.