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

Brand Asset Management Group’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
Q2 		– Sell
-12,950
Closed -$1.12M – 219
2021
Q1 		$1.12M Buy
+12,950
New +$1.12M 0.57% 34

Other funds holding SHY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Brand Asset Management Group's SHY Position: Q2 2021 in Review

Brand Asset Management Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2021, closing a stake of 12,950 shares — an estimated $1.12M sold.

Brand Asset Management Group first reported a position in SHY in Q1 2021 and held it in 1 quarter. The position peaked at $1.12M in Q1 2021. 837 funds tracked by Wall St. Rank hold SHY as of Q2 2021.

  • Brand Asset Management Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Brand Asset Management Group sold 12,950 iShares 1-3 Year Treasury Bond ETF shares in Q2 2021, an estimated $1.12M.
  • Brand Asset Management Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2021 and held it in 1 quarter.
  • Brand Asset Management Group's iShares 1-3 Year Treasury Bond ETF position peaked at $1.12M in Q1 2021.
  • 837 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2021.

Based on Brand Asset Management Group's 13F filing for Q2 2021, filed 9 Aug 2021.