Braun-Bostich & Associates’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Braun-Bostich & Associates’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 Q3	–	Sell	-165	Closed	-$14K	–	323
2020 Q2	$14K	Hold	165	–	–	0.01%	198
2020 Q1	$14K	Hold	165	–	–	0.02%	189
2019 Q4	$14K	Buy	+165	New	+$14K	0.01%	212
2019 Q3	–	Sell	-165	Closed	-$14K	–	261
2019 Q2	$14K	Sell	165 -395	-71%	-$33.3K	0.01%	249
2019 Q1	$47K	Hold	560	–	–	0.05%	200
2018 Q4	$47K	Sell	560 -903	-62%	-$75K	0.05%	179
2018 Q3	$122K	Sell	1,463 -7,233	-83%	-$602K	0.12%	126
2018 Q2	$725K	Sell	8,696 -12,337	-59%	-$1.03M	0.73%	39
2018 Q1	$1.76M	Sell	21,033 -11,622	-36%	-$971K	1.52%	16
2017 Q4	$2.74M	Buy	+32,655	New	+$2.75M	2.32%	8

Other funds holding SHY

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Braun-Bostich & Associates's SHY Position: Q3 2020 in Review

Braun-Bostich & Associates sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2020, closing a stake of 165 shares — an estimated $14K sold.

Braun-Bostich & Associates first reported a position in SHY in Q4 2017 and held it in 10 quarters. The position peaked at $2.74M in Q4 2017. 855 funds tracked by Wall St. Rank hold SHY as of Q3 2020.

Braun-Bostich & Associates reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2020 after selling out during the quarter.
Braun-Bostich & Associates sold 165 iShares 1-3 Year Treasury Bond ETF shares in Q3 2020, an estimated $14K.
Braun-Bostich & Associates first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2017 and held it in 10 quarters.
Braun-Bostich & Associates's iShares 1-3 Year Treasury Bond ETF position peaked at $2.74M in Q4 2017.
855 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2020.

Based on Braun-Bostich & Associates's 13F filing for Q3 2020, filed 9 Oct 2020.