Blue Sky Asset Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Blue Sky Asset Management’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	-4,416	Closed	-$381K	–	14
2020 Q4	$381K	Sell	4,416 -10,851	-71%	-$937K	1.48%	18
2020 Q3	$1.32M	Sell	15,267 -9,742	-39%	-$843K	5.74%	8
2020 Q2	$2.17M	Sell	25,009 -138,524	-85%	-$12M	2.68%	12
2020 Q1	$14.2M	Buy	163,533 +152,724	+1,413%	+$13M	5.71%	6
2019 Q4	$915K	Buy	+10,809	New	+$916K	0.26%	68
2018 Q4	–	Sell	-4,602	Closed	-$382K	–	82
2018 Q3	$382K	Sell	4,602 -810	-15%	-$67.4K	0.32%	62
2018 Q2	$451K	Buy	+5,412	New	+$451K	0.38%	53

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Blue Sky Asset Management's SHY Position: Q1 2021 in Review

Blue Sky Asset Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2021, closing a stake of 4,416 shares — an estimated $381K sold.

Blue Sky Asset Management first reported a position in SHY in Q2 2018 and held it in 7 quarters. The position peaked at $14.2M in Q1 2020. 889 funds tracked by Wall St. Rank hold SHY as of Q1 2021.

Blue Sky Asset Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
Blue Sky Asset Management sold 4,416 iShares 1-3 Year Treasury Bond ETF shares in Q1 2021, an estimated $381K.
Blue Sky Asset Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2018 and held it in 7 quarters.
Blue Sky Asset Management's iShares 1-3 Year Treasury Bond ETF position peaked at $14.2M in Q1 2020.
889 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2021.

Based on Blue Sky Asset Management's 13F filing for Q1 2021.