Alexandria Capital’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Alexandria Capital’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	-6,873	Closed	-$583K	–	262
2019 Q2	$583K	Buy	6,873 +36	+0.5%	+$3.03K	0.08%	170
2019 Q1	$575K	Buy	6,837 +23	+0.3%	+$1.93K	0.08%	173
2018 Q4	$570K	Buy	+6,814	New	+$566K	0.09%	165
2017 Q4	–	Sell	-537	Closed	-$45K	–	466
2017 Q3	$45K	Buy	537 +48	+10%	+$4.06K	0.01%	252
2017 Q2	$41K	Sell	489 -33	-6%	-$2.79K	0.01%	261
2017 Q1	$44K	Hold	522	–	–	0.01%	242
2016 Q4	$44K	Buy	522 +124	+31%	+$10.5K	0.01%	244
2016 Q3	$34K	Buy	398 +23	+6%	+$1.96K	0.01%	289
2016 Q2	$32K	Buy	375 +305	+436%	+$25.9K	0.01%	297
2016 Q1	$6K	Sell	70 -700	-91%	-$59.4K	﹤0.01%	477
2015 Q4	$65K	Hold	770	–	–	0.02%	227
2015 Q3	$65K	Hold	770	–	–	0.02%	204
2015 Q2	$65K	Hold	770	–	–	0.01%	208
2015 Q1	$65K	Hold	770	–	–	0.02%	174
2014 Q4	$65K	Hold	770	–	–	0.03%	165
2014 Q3	$65K	Hold	770	–	–	0.03%	175
2014 Q2	$65K	Hold	770	–	–	0.03%	174
2014 Q1	$65K	Hold	770	–	–	0.03%	167
2013 Q4	$65K	Hold	770	–	–	0.03%	161
2013 Q3	$65K	Hold	770	–	–	0.03%	162
2013 Q2	$65K	Buy	+770	New	+$65K	0.03%	168

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

Alexandria Capital's SHY Position: Q3 2019 in Review

Alexandria Capital sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2019, closing a stake of 6,873 shares — an estimated $583K sold.

Alexandria Capital first reported a position in SHY in Q2 2013 and held it in 21 quarters. The position peaked at $583K in Q2 2019. 686 funds tracked by Wall St. Rank hold SHY as of Q3 2019.

Alexandria Capital reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2019 after selling out during the quarter.
Alexandria Capital sold 6,873 iShares 1-3 Year Treasury Bond ETF shares in Q3 2019, an estimated $583K.
Alexandria Capital first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and held it in 21 quarters.
Alexandria Capital's iShares 1-3 Year Treasury Bond ETF position peaked at $583K in Q2 2019.
686 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2019.

Based on Alexandria Capital's 13F filing for Q3 2019, filed 1 Nov 2019.