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Bourgeon Capital Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bourgeon Capital 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
2020
Q1 		– Sell
-328
Closed -$28K – 276
2019
Q4 		$28K Hold
328
– – 0.01% 138
2019
Q3 		$28K Buy
+328
New +$27.8K 0.02% 134

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Envestnet Asset Management
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UBS Group
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
MLM
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Bourgeon Capital Management's SHY Position: Q1 2020 in Review

Bourgeon Capital Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2020, closing a stake of 328 shares — an estimated $28K sold.

Bourgeon Capital Management first reported a position in SHY in Q3 2019 and held it in 2 quarters. The position peaked at $28K in Q4 2019. 805 funds tracked by Wall St. Rank hold SHY as of Q1 2020.

  • Bourgeon Capital Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Bourgeon Capital Management sold 328 iShares 1-3 Year Treasury Bond ETF shares in Q1 2020, an estimated $28K.
  • Bourgeon Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2019 and held it in 2 quarters.
  • Bourgeon Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $28K in Q4 2019.
  • 805 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2020.

Based on Bourgeon Capital Management's 13F filing for Q1 2020, filed 7 May 2020.