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Carolina Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Carolina Wealth Advisors’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
Q1 		– Sell
-33
Closed -$3K – 200
2019
Q4 		$3K Buy
+33
New +$2.8K ﹤0.01% 162

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return

Carolina Wealth Advisors's SHY Position: Q1 2020 in Review

Carolina Wealth Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2020, closing a stake of 33 shares — an estimated $3K sold.

Carolina Wealth Advisors first reported a position in SHY in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 805 funds tracked by Wall St. Rank hold SHY as of Q1 2020.

  • Carolina Wealth Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Carolina Wealth Advisors sold 33 iShares 1-3 Year Treasury Bond ETF shares in Q1 2020, an estimated $3K.
  • Carolina Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and held it in 1 quarter.
  • Carolina Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $3K in Q4 2019.
  • 805 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2020.

Based on Carolina Wealth Advisors's 13F filing for Q1 2020, filed 9 Apr 2020.