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

Belvedere 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
2019
Q2 		– Sell
-2,096
Closed -$176K – 46
2019
Q1 		$176K Buy
+2,096
New +$175K 2.27% 16

Other funds holding SHY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Belvedere Advisors's SHY Position: Q2 2019 in Review

Belvedere Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2019, closing a stake of 2,096 shares — an estimated $176K sold.

Belvedere Advisors first reported a position in SHY in Q1 2019 and held it in 1 quarter. The position peaked at $176K in Q1 2019. 679 funds tracked by Wall St. Rank hold SHY as of Q2 2019.

  • Belvedere Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Belvedere Advisors sold 2,096 iShares 1-3 Year Treasury Bond ETF shares in Q2 2019, an estimated $176K.
  • Belvedere Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2019 and held it in 1 quarter.
  • Belvedere Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $176K in Q1 2019.
  • 679 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2019.

Based on Belvedere Advisors's 13F filing for Q2 2019, filed 24 Sep 2019.