Cascadia Advisory Services’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Cascadia Advisory Services’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 Q3	$10.8M	Buy	125,751 +116,813	+1,307%	+$10.1M	2.2%	5
2021 Q2	$770K	Sell	8,938 -96,726	-92%	-$8.34M	0.17%	134
2021 Q1	$9.11M	Buy	+105,664	New	+$9.12M	2.02%	7
2020 Q3	$1.01M	Sell	11,657 -9,103	-44%	-$788K	0.28%	107
2020 Q2	$1.8M	Buy	+20,760	New	+$1.8M	0.55%	67

Other funds holding SHY

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

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

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

Forward Management San Francisco, California $907M AUM 0.46% 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

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

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

PineBridge Investments New York $12.1B AUM 33.46% 1-Year Est. Return

Cascadia Advisory Services's SHY Position: Q3 2021 in Review

Cascadia Advisory Services increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1,307% in Q3 2021, buying an estimated $10.1M and bringing the position to 125,751 shares worth $10.8M. The position accounts for 2.2% of the portfolio, ranked #5.

Cascadia Advisory Services first reported a position in SHY in Q2 2020 and has held it in 5 quarters since. 835 funds tracked by Wall St. Rank hold SHY as of Q3 2021.

Cascadia Advisory Services held 125,751 shares of iShares 1-3 Year Treasury Bond ETF worth $10.8M as of Q3 2021.
Cascadia Advisory Services bought 116,813 iShares 1-3 Year Treasury Bond ETF shares in Q3 2021, an estimated $10.1M.
iShares 1-3 Year Treasury Bond ETF made up 2.2% of Cascadia Advisory Services's portfolio in Q3 2021, its #5 holding.
Cascadia Advisory Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2020 and has held it in 5 quarters since.
835 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.