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

Blue Square 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
2019
Q4 		– Sell
-2,800
Closed -$237K – 91
2019
Q3 		$237K Buy
+2,800
New +$237K 0.19% 71

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BlackRock
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Blue Square Asset Management's SHY Position: Q4 2019 in Review

Blue Square Asset Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2019, closing a stake of 2,800 shares — an estimated $237K sold.

Blue Square Asset Management first reported a position in SHY in Q3 2019 and held it in 1 quarter. The position peaked at $237K in Q3 2019. 764 funds tracked by Wall St. Rank hold SHY as of Q4 2019.

  • Blue Square Asset Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Blue Square Asset Management sold 2,800 iShares 1-3 Year Treasury Bond ETF shares in Q4 2019, an estimated $237K.
  • Blue Square Asset Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2019 and held it in 1 quarter.
  • Blue Square Asset Management's iShares 1-3 Year Treasury Bond ETF position peaked at $237K in Q3 2019.
  • 764 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2019.

Based on Blue Square Asset Management's 13F filing for Q4 2019, filed 4 Feb 2020.