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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return