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APA
American Portfolios Advisors’s
iShares 1-3 Year Treasury Bond ETF
SHY
Stock Holding History
American Portfolios Advisors’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
2022
Q3
$13.2M
Sell
161,939
-19,139
-11%
-$1.58M
0.56%
25
2022
Q2
$15M
Buy
181,078
+35,036
+24%
+$2.91M
0.62%
23
2022
Q1
$12.2M
Buy
146,042
+84,109
+136%
+$7.11M
0.42%
38
2021
Q4
$5.3M
Buy
61,933
+12,019
+24%
+$1.03M
0.18%
110
2021
Q3
$4.3M
Sell
49,914
-23,267
-32%
-$2.01M
0.16%
119
2021
Q2
$6.31M
Sell
73,181
-12,752
-15%
-$1.1M
0.24%
77
2021
Q1
$7.41M
Buy
85,933
+27,693
+48%
+$2.39M
0.32%
56
2020
Q4
$5.03M
Sell
58,240
-53,248
-48%
-$4.6M
0.26%
71
2020
Q3
$9.64M
Sell
111,488
-16,367
-13%
-$1.42M
0.56%
29
2020
Q2
$11.1M
Buy
127,855
+78,244
+158%
+$6.78M
0.72%
17
2020
Q1
$4.3M
Buy
49,611
+24,527
+98%
+$2.09M
0.36%
56
2019
Q4
$2.12M
Buy
25,084
+3,063
+14%
+$260K
0.15%
141
2019
Q3
$1.87M
Sell
22,021
-127,782
-85%
-$10.8M
0.15%
139
2019
Q2
$12.7M
Buy
149,803
+67,526
+82%
+$5.69M
1.07%
12
2019
Q1
$6.92M
Sell
82,277
-7,117
-8%
-$596K
0.65%
23
2018
Q4
$7.48M
Buy
89,394
+85,875
+2,440%
+$7.14M
0.92%
13
2018
Q3
$292K
Sell
3,519
-4,481
-56%
-$373K
0.03%
461
2018
Q2
$667K
Buy
8,000
+2,020
+34%
+$168K
0.09%
221
2018
Q1
$500K
Buy
5,980
+852
+17%
+$71.2K
0.07%
260
2017
Q4
$430K
Buy
+5,128
New
+$431K
0.07%
290
Other funds holding SHY
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
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
AssetMark Inc
Concord, California
$49B AUM
17.78%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
BL
Balentine LLC
Atlanta, Georgia
$2.48B AUM
17.44%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
CAPTRUST Financial Advisors
Raleigh, North Carolina
$57.2B AUM
18.32%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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