ARS Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

ARS Wealth 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
2021 Q2	$285K	Sell	3,312 -660	-17%	-$56.9K	0.05%	110
2021 Q1	$343K	Sell	3,972 -2,764	-41%	-$239K	0.07%	93
2020 Q4	$582K	Sell	6,736 -1,770	-21%	-$153K	0.13%	66
2020 Q3	$736K	Buy	8,506 +1,985	+30%	+$172K	0.2%	47
2020 Q2	$565K	Buy	6,521 +1,546	+31%	+$134K	0.18%	56
2020 Q1	$431K	Buy	+4,975	New	+$425K	0.18%	55

Other funds holding SHY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ARS Wealth Advisors's SHY Position: Q2 2021 in Review

ARS Wealth Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 17% in Q2 2021, selling an estimated $56.9K and leaving 3,312 shares worth $285K. The position accounts for 0.05% of the portfolio, ranked #110.

ARS Wealth Advisors first reported a position in SHY in Q1 2020 and has held it in 6 quarters since. The position peaked at $736K in Q3 2020. 837 funds tracked by Wall St. Rank hold SHY as of Q2 2021.

ARS Wealth Advisors held 3,312 shares of iShares 1-3 Year Treasury Bond ETF worth $285K as of Q2 2021.
ARS Wealth Advisors sold 660 iShares 1-3 Year Treasury Bond ETF shares in Q2 2021, an estimated $56.9K.
iShares 1-3 Year Treasury Bond ETF made up 0.05% of ARS Wealth Advisors's portfolio in Q2 2021, its #110 holding.
ARS Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2020 and has held it in 6 quarters since.
ARS Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $736K in Q3 2020.
837 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2021.

Based on ARS Wealth Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.