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

Bruderman 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
2020 Q4	–	Sell	-11,108	Closed	-$961K	–	110
2020 Q3	$961K	Buy	11,108 +367	+3%	+$31.8K	0.32%	69
2020 Q2	$929K	Buy	10,741 +1,990	+23%	+$172K	0.31%	69
2020 Q1	$758K	Buy	8,751 +2,436	+39%	+$208K	0.3%	63
2019 Q4	$535K	Buy	6,315 +1,366	+28%	+$116K	0.17%	82
2019 Q3	$419K	Buy	+4,949	New	+$419K	0.11%	92
2017 Q3	–	Sell	-1,185	Closed	-$100K	–	283
2017 Q2	$100K	Buy	+1,185	New	+$100K	0.03%	156
2017 Q1	–	Sell	-1,185	Closed	-$100K	–	278
2016 Q4	$100K	Hold	1,185	–	–	0.03%	151
2016 Q3	$101K	Hold	1,185	–	–	0.03%	157
2016 Q2	$101K	Hold	1,185	–	–	0.03%	158
2016 Q1	$101K	Hold	1,185	–	–	0.04%	148
2015 Q4	$100K	Hold	1,185	–	–	0.04%	156
2015 Q3	$101K	Hold	1,185	–	–	0.04%	148
2015 Q2	$101K	Hold	1,185	–	–	0.04%	150
2015 Q1	$101K	Buy	+1,185	New	+$100K	0.04%	152

Other funds holding SHY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bruderman Asset Management's SHY Position: Q4 2020 in Review

Bruderman Asset Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2020, closing a stake of 11,108 shares — an estimated $961K sold.

Bruderman Asset Management first reported a position in SHY in Q1 2015 and held it in 14 quarters. The position peaked at $961K in Q3 2020. 904 funds tracked by Wall St. Rank hold SHY as of Q4 2020.

Bruderman Asset Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
Bruderman Asset Management sold 11,108 iShares 1-3 Year Treasury Bond ETF shares in Q4 2020, an estimated $961K.
Bruderman Asset Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2015 and held it in 14 quarters.
Bruderman Asset Management's iShares 1-3 Year Treasury Bond ETF position peaked at $961K in Q3 2020.
904 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2020.

Based on Bruderman Asset Management's 13F filing for Q4 2020, filed 29 Jan 2021.