BWP
SHY icon

Bernardo Wealth Planning’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bernardo Wealth Planning’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 		– Sell
-11,153
Closed -$961K – 82
2021
Q1 		$961K Buy
11,153
+1,032
+10% +$89.1K 0.61% 29
2020
Q4 		$874K Buy
+10,121
New +$874K 0.34% 60

Other funds holding SHY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bernardo Wealth Planning's SHY Position: Q2 2021 in Review

Bernardo Wealth Planning sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2021, closing a stake of 11,153 shares — an estimated $961K sold.

Bernardo Wealth Planning first reported a position in SHY in Q4 2020 and held it in 2 quarters. The position peaked at $961K in Q1 2021. 837 funds tracked by Wall St. Rank hold SHY as of Q2 2021.

  • Bernardo Wealth Planning reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Bernardo Wealth Planning sold 11,153 iShares 1-3 Year Treasury Bond ETF shares in Q2 2021, an estimated $961K.
  • Bernardo Wealth Planning first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and held it in 2 quarters.
  • Bernardo Wealth Planning's iShares 1-3 Year Treasury Bond ETF position peaked at $961K in Q1 2021.
  • 837 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2021.

Based on Bernardo Wealth Planning's 13F filing for Q2 2021, filed 30 Jul 2021.