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

Berman Capital 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 Q1	–	Sell	-480	Closed	-$41K	–	1887
2020 Q4	$41K	Sell	480 -2,107	-81%	-$182K	0.01%	459
2020 Q3	$223K	Hold	2,587	–	–	0.06%	140
2020 Q2	$224K	Hold	2,587	–	–	0.06%	133
2020 Q1	$224K	Hold	2,587	–	–	0.07%	111
2019 Q4	$218K	Hold	2,587	–	–	0.06%	126
2019 Q3	$219K	Sell	2,587 -74	-3%	-$6.27K	0.07%	119
2019 Q2	$225K	Buy	2,661 +74	+3%	+$6.23K	0.07%	121
2019 Q1	$217K	Hold	2,587	–	–	0.07%	119
2018 Q4	$216K	Buy	+2,587	New	+$215K	0.08%	99

Other funds holding SHY

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

Berman Capital Advisors's SHY Position: Q1 2021 in Review

Berman Capital Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2021, closing a stake of 480 shares — an estimated $41K sold.

Berman Capital Advisors first reported a position in SHY in Q4 2018 and held it in 9 quarters. The position peaked at $225K in Q2 2019. 888 funds tracked by Wall St. Rank hold SHY as of Q1 2021.

Berman Capital Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
Berman Capital Advisors sold 480 iShares 1-3 Year Treasury Bond ETF shares in Q1 2021, an estimated $41K.
Berman Capital Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and held it in 9 quarters.
Berman Capital Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $225K in Q2 2019.
888 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2021.

Based on Berman Capital Advisors's 13F filing for Q1 2021, filed 11 May 2021.