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Cardinal Point Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Cardinal Point Wealth 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
2021
Q2 		– Sell
-4,035
Closed -$348K – 42
2021
Q1 		$348K Hold
4,035
– – 0.18% 30
2020
Q4 		$349K Buy
+4,035
New +$349K 0.18% 28

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Cardinal Point Wealth Management's SHY Position: Q2 2021 in Review

Cardinal Point Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2021, closing a stake of 4,035 shares — an estimated $348K sold.

Cardinal Point Wealth Management first reported a position in SHY in Q4 2020 and held it in 2 quarters. The position peaked at $349K in Q4 2020. 837 funds tracked by Wall St. Rank hold SHY as of Q2 2021.

  • Cardinal Point Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Cardinal Point Wealth Management sold 4,035 iShares 1-3 Year Treasury Bond ETF shares in Q2 2021, an estimated $348K.
  • Cardinal Point Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and held it in 2 quarters.
  • Cardinal Point Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $349K in Q4 2020.
  • 837 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2021.

Based on Cardinal Point Wealth Management's 13F filing for Q2 2021, filed 4 Aug 2021.