Avondale Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Avondale Wealth 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
2020 Q1	–	Sell	-348	Closed	-$29K	–	102
2019 Q4	$29K	Hold	348	–	–	0.04%	60
2019 Q3	$30K	Hold	348	–	–	0.05%	60
2019 Q2	$30K	Hold	348	–	–	0.02%	66
2019 Q1	$29K	Hold	348	–	–	0.02%	66
2018 Q4	$29K	Sell	348 -428	-55%	-$35.6K	0.02%	61
2018 Q3	$64K	Sell	776 -1,146	-60%	-$95.3K	0.06%	33
2018 Q2	$160K	Buy	+1,922	New	+$160K	0.13%	20

Other funds holding SHY

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

MLM

Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return

Avondale Wealth Management's SHY Position: Q1 2020 in Review

Avondale Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2020, closing a stake of 348 shares — an estimated $29K sold.

Avondale Wealth Management first reported a position in SHY in Q2 2018 and held it in 7 quarters. The position peaked at $160K in Q2 2018. 805 funds tracked by Wall St. Rank hold SHY as of Q1 2020.

Avondale Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2020 after selling out during the quarter.
Avondale Wealth Management sold 348 iShares 1-3 Year Treasury Bond ETF shares in Q1 2020, an estimated $29K.
Avondale Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2018 and held it in 7 quarters.
Avondale Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $160K in Q2 2018.
805 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2020.

Based on Avondale Wealth Management's 13F filing for Q1 2020, filed 16 Apr 2020.