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Boston Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Boston 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
2019
Q3 		$339K Buy
4,000
+600
+18% +$50.8K 0.02% 499
2019
Q2 		$288K Sell
3,400
-225
-6% -$18.9K 0.02% 574
2019
Q1 		$305K Sell
3,625
-43
-1% -$3.6K 0.02% 550
2018
Q4 		$307K Sell
3,668
-807
-18% -$67.1K 0.02% 530
2018
Q3 		$372K Buy
4,475
+600
+15% +$49.9K 0.02% 527
2018
Q2 		$323K Buy
3,875
+250
+7% +$20.8K 0.01% 566
2018
Q1 		$303K Hold
3,625
– – 0.01% 562
2017
Q4 		$304K Sell
3,625
-655
-15% -$55.1K 0.01% 567
2017
Q3 		$361K Buy
4,280
+80
+2% +$6.76K 0.01% 552
2017
Q2 		$355K Buy
4,200
+175
+4% +$14.8K 0.01% 552
2017
Q1 		$340K Sell
4,025
-300
-7% -$25.3K 0.01% 548
2016
Q4 		$365K Buy
4,325
+525
+14% +$44.4K 0.01% 533
2016
Q3 		$323K Sell
3,800
-2,300
-38% -$196K 0.01% 594
2016
Q2 		$520K Hold
6,100
– – 0.01% 465
2016
Q1 		$519K Buy
6,100
+925
+18% +$78.5K 0.01% 448
2015
Q4 		$437K Buy
5,175
+25
+0.5% +$2.12K 0.01% 489
2015
Q3 		$438K Buy
5,150
+625
+14% +$53K 0.02% 566
2015
Q2 		$384K Buy
+4,525
New +$384K 0.02% 547

Other funds holding SHY

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Boston Advisors's SHY Position: Q3 2019 in Review

Boston Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 18% in Q3 2019, buying an estimated $50.8K and bringing the position to 4,000 shares worth $339K. The position accounts for 0.02% of the portfolio, ranked #499.

Boston Advisors first reported a position in SHY in Q2 2015 and has held it in 18 quarters since. The position peaked at $520K in Q2 2016. 686 funds tracked by Wall St. Rank hold SHY as of Q3 2019.

  • Boston Advisors held 4,000 shares of iShares 1-3 Year Treasury Bond ETF worth $339K as of Q3 2019.
  • Boston Advisors bought 600 iShares 1-3 Year Treasury Bond ETF shares in Q3 2019, an estimated $50.8K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.02% of Boston Advisors's portfolio in Q3 2019, its #499 holding.
  • Boston Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2015 and has held it in 18 quarters since.
  • Boston Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $520K in Q2 2016.
  • 686 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.