1WM
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1900 Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

1900 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
2021
Q4 		– Sell
-23,176
Closed -$2M – 246
2021
Q3 		$2M Buy
+23,176
New +$2M 0.19% 85

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

1900 Wealth Management's SHY Position: Q4 2021 in Review

1900 Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2021, closing a stake of 23,176 shares — an estimated $2M sold.

1900 Wealth Management first reported a position in SHY in Q3 2021 and held it in 1 quarter. The position peaked at $2M in Q3 2021. 915 funds tracked by Wall St. Rank hold SHY as of Q4 2021.

  • 1900 Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
  • 1900 Wealth Management sold 23,176 iShares 1-3 Year Treasury Bond ETF shares in Q4 2021, an estimated $2M.
  • 1900 Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2021 and held it in 1 quarter.
  • 1900 Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $2M in Q3 2021.
  • 915 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2021.

Based on 1900 Wealth Management's 13F filing for Q4 2021, filed 31 Jan 2022.