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Accurate Investment Solutions’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Accurate Investment Solutions’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
2020
Q2 		– Sell
-4,200
Closed -$364K – 316
2020
Q1 		$364K Hold
4,200
– – 0.3% 56
2019
Q4 		$355K Buy
4,200
+3,000
+250% +$254K 0.23% 46
2019
Q3 		$102K Sell
1,200
-125
-9% -$10.6K 0.07% 91
2019
Q2 		$112K Sell
1,325
-1,360
-51% -$115K 0.09% 76
2019
Q1 		$226K Sell
2,685
-244
-8% -$20.4K 0.18% 50
2018
Q4 		$245K Buy
2,929
+136
+5% +$11.3K 0.22% 47
2018
Q3 		$232K Buy
2,793
+487
+21% +$40.5K 0.16% 55
2018
Q2 		$192K Sell
2,306
-161
-7% -$13.4K 0.14% 68
2018
Q1 		$206K Sell
2,467
-69
-3% -$5.76K 0.16% 58
2017
Q4 		$213K Sell
2,536
-182
-7% -$15.3K 0.16% 58
2017
Q3 		$230K Sell
2,718
-1,141
-30% -$96.5K 0.17% 56
2017
Q2 		$326K Sell
3,859
-28,885
-88% -$2.44M 0.27% 37
2017
Q1 		$2.77M Buy
32,744
+29,502
+910% +$2.49M 2.24% 24
2016
Q4 		$274K Sell
3,242
-67
-2% -$5.67K 0.24% 41
2016
Q3 		$281K Sell
3,309
-801
-19% -$68.1K 0.26% 41
2016
Q2 		$351K Sell
4,110
-97,906
-96% -$8.32M 0.38% 32
2016
Q1 		$8.67M Buy
+102,016
New +$8.65M 8.28% 2

Other funds holding SHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Accurate Investment Solutions's SHY Position: Q2 2020 in Review

Accurate Investment Solutions sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2020, closing a stake of 4,200 shares — an estimated $364K sold.

Accurate Investment Solutions first reported a position in SHY in Q1 2016 and held it in 17 quarters. The position peaked at $8.67M in Q1 2016. 847 funds tracked by Wall St. Rank hold SHY as of Q2 2020.

  • Accurate Investment Solutions reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Accurate Investment Solutions sold 4,200 iShares 1-3 Year Treasury Bond ETF shares in Q2 2020, an estimated $364K.
  • Accurate Investment Solutions first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2016 and held it in 17 quarters.
  • Accurate Investment Solutions's iShares 1-3 Year Treasury Bond ETF position peaked at $8.67M in Q1 2016.
  • 847 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2020.

Based on Accurate Investment Solutions's 13F filing for Q2 2020.