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

AlphaStar Capital 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 Q1	–	Sell	-2,658	Closed	-$230K	–	237
2020 Q4	$230K	Buy	2,658 +5	+0.2%	+$432	0.04%	198
2020 Q3	$229K	Sell	2,653 -3,121	-54%	-$270K	0.05%	171
2020 Q2	$500K	Sell	5,774 -261,946	-98%	-$22.7M	0.11%	113
2020 Q1	$23.2M	Buy	+267,720	New	+$22.9M	5.47%	3
2019 Q1	–	Sell	-2,899	Closed	-$242K	–	225
2018 Q4	$242K	Sell	2,899 -944	-25%	-$78.5K	0.08%	187
2018 Q3	$319K	Sell	3,843 -454	-11%	-$37.8K	0.09%	176
2018 Q2	$359K	Sell	4,297 -230,919	-98%	-$19.2M	0.11%	164
2018 Q1	$19.7M	Buy	235,216 +222,008	+1,681%	+$18.6M	7.46%	1
2017 Q4	$1.34M	Buy	+13,208	New	+$1.11M	0.35%	72

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AlphaStar Capital Management's SHY Position: Q1 2021 in Review

AlphaStar Capital Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2021, closing a stake of 2,658 shares — an estimated $230K sold.

AlphaStar Capital Management first reported a position in SHY in Q4 2017 and held it in 9 quarters. The position peaked at $23.2M in Q1 2020. 889 funds tracked by Wall St. Rank hold SHY as of Q1 2021.

AlphaStar Capital Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
AlphaStar Capital Management sold 2,658 iShares 1-3 Year Treasury Bond ETF shares in Q1 2021, an estimated $230K.
AlphaStar Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2017 and held it in 9 quarters.
AlphaStar Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $23.2M in Q1 2020.
889 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2021.

Based on AlphaStar Capital Management's 13F filing for Q1 2021, filed 3 May 2021.