Buffington Mohr McNeal’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Buffington Mohr McNeal’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 Q2	–	Sell	-295	Closed	-$25K	–	286
2019 Q1	$25K	Buy	+295	New	+$24.7K	0.01%	224
2014 Q1	–	Sell	-12,265	Closed	-$1.03M	–	78
2013 Q4	$1.03M	Sell	12,265 -675	-5%	-$57K	0.64%	31
2013 Q3	$1.09M	Sell	12,940 -810	-6%	-$68.3K	0.69%	33
2013 Q2	$1.16M	Buy	+13,750	New	+$1.16M	0.77%	32

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

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

RBA

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Buffington Mohr McNeal's SHY Position: Q2 2019 in Review

Buffington Mohr McNeal sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2019, closing a stake of 295 shares — an estimated $25K sold.

Buffington Mohr McNeal first reported a position in SHY in Q2 2013 and held it in 4 quarters. The position peaked at $1.16M in Q2 2013. 679 funds tracked by Wall St. Rank hold SHY as of Q2 2019.

Buffington Mohr McNeal reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2019 after selling out during the quarter.
Buffington Mohr McNeal sold 295 iShares 1-3 Year Treasury Bond ETF shares in Q2 2019, an estimated $25K.
Buffington Mohr McNeal first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and held it in 4 quarters.
Buffington Mohr McNeal's iShares 1-3 Year Treasury Bond ETF position peaked at $1.16M in Q2 2013.
679 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2019.

Based on Buffington Mohr McNeal's 13F filing for Q2 2019, filed 31 Jul 2019.