BOS
SHY icon

Bingham Osborn & Scarborough’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bingham Osborn & Scarborough’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
Q4 		– Sell
-2,733
Closed -$235K – 116
2021
Q3 		$235K Hold
2,733
– – 0.02% 141
2021
Q2 		$235K Hold
2,733
– – 0.02% 146
2021
Q1 		$236K Buy
2,733
+406
+17% +$35K 0.02% 131
2020
Q4 		$201K Hold
2,327
– – 0.02% 130
2020
Q3 		$201K Hold
2,327
– – 0.02% 157
2020
Q2 		$202K Sell
2,327
-663
-22% -$57.4K 0.02% 153
2020
Q1 		$259K Buy
2,990
+1
+0% +$85 0.03% 120
2019
Q4 		$253K Buy
2,989
+3
+0.1% +$254 0.02% 138
2019
Q3 		$253K Buy
2,986
+2
+0.1% +$169 0.02% 126
2019
Q2 		$253K Buy
2,984
+340
+13% +$28.6K 0.02% 128
2019
Q1 		$222K Sell
2,644
-165
-6% -$13.8K 0.02% 132
2018
Q4 		$235K Buy
+2,809
New +$233K 0.02% 122
2017
Q4 		– Sell
-2,563
Closed -$216K – 134
2017
Q3 		$216K Hold
2,563
– – 0.02% 115
2017
Q2 		$217K Hold
2,563
– – 0.02% 114
2017
Q1 		$217K Hold
2,563
– – 0.02% 107
2016
Q4 		$216K Buy
+2,563
New +$217K 0.02% 105

Other funds holding SHY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

Bingham Osborn & Scarborough's SHY Position: Q4 2021 in Review

Bingham Osborn & Scarborough sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2021, closing a stake of 2,733 shares — an estimated $235K sold.

Bingham Osborn & Scarborough first reported a position in SHY in Q4 2016 and held it in 16 quarters. The position peaked at $259K in Q1 2020. 915 funds tracked by Wall St. Rank hold SHY as of Q4 2021.

  • Bingham Osborn & Scarborough reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Bingham Osborn & Scarborough sold 2,733 iShares 1-3 Year Treasury Bond ETF shares in Q4 2021, an estimated $235K.
  • Bingham Osborn & Scarborough first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2016 and held it in 16 quarters.
  • Bingham Osborn & Scarborough's iShares 1-3 Year Treasury Bond ETF position peaked at $259K in Q1 2020.
  • 915 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2021.

Based on Bingham Osborn & Scarborough's 13F filing for Q4 2021.