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Cardan Capital Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Cardan Capital Partners’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
Q1 		– Sell
-166,102
Closed -$14.3M – 259
2020
Q4 		$14.3M Sell
166,102
-59,747
-26% -$5.16M 1.77% 11
2020
Q3 		$19.5M Buy
225,849
+278
+0.1% +$24.1K 2.6% 7
2020
Q2 		$19.5M Buy
+225,571
New +$19.5M 2.79% 6

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Bank of America
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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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cardan Capital Partners's SHY Position: Q1 2021 in Review

Cardan Capital Partners sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2021, closing a stake of 166,102 shares — an estimated $14.3M sold.

Cardan Capital Partners first reported a position in SHY in Q2 2020 and held it in 3 quarters. The position peaked at $19.5M in Q3 2020. 889 funds tracked by Wall St. Rank hold SHY as of Q1 2021.

  • Cardan Capital Partners reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Cardan Capital Partners sold 166,102 iShares 1-3 Year Treasury Bond ETF shares in Q1 2021, an estimated $14.3M.
  • Cardan Capital Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2020 and held it in 3 quarters.
  • Cardan Capital Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $19.5M in Q3 2020.
  • 889 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2021.

Based on Cardan Capital Partners's 13F filing for Q1 2021, filed 13 Apr 2021.