YorkBridge Wealth Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

YorkBridge Wealth Partners’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 Q3	–	Sell	-150	Closed	-$13K	–	556
2019 Q2	$13K	Hold	150	–	–	0.01%	514
2019 Q1	$13K	Hold	150	–	–	0.01%	534
2018 Q4	$13K	Hold	150	–	–	0.01%	540
2018 Q3	$12K	Hold	150	–	–	0.01%	589
2018 Q2	$13K	Sell	150 -75	-33%	-$6.25K	0.01%	594
2018 Q1	$19K	Hold	225	–	–	0.01%	542
2017 Q4	$19K	Sell	225 -650	-74%	-$54.7K	0.01%	532
2017 Q3	$74K	Hold	875	–	–	0.04%	331
2017 Q2	$74K	Hold	875	–	–	0.04%	323
2017 Q1	$74K	Sell	875 -320	-27%	-$27K	0.04%	321
2016 Q4	$101K	Buy	+1,195	New	+$101K	0.06%	240

Other funds holding SHY

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

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

YorkBridge Wealth Partners sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2019, closing a stake of 150 shares — an estimated $13K sold.

YorkBridge Wealth Partners first reported a position in SHY in Q4 2016 and held it in 11 quarters. The position peaked at $101K in Q4 2016. 686 funds tracked by Wall St. Rank hold SHY as of Q3 2019.

YorkBridge Wealth Partners reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 150 iShares 1-3 Year Treasury Bond ETF shares in Q3 2019, an estimated $13K.
YorkBridge Wealth Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $101K in Q4 2016.
686 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2019.

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