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Cavalier Investments’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Cavalier Investments’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
Q2 		– Sell
-49,302
Closed -$4.27M – 117
2020
Q1 		$4.27M Buy
49,302
+17,897
+57% +$1.53M 2.53% 12
2019
Q4 		$2.66M Sell
31,405
-859
-3% -$72.8K 1.15% 22
2019
Q3 		$2.74M Sell
32,264
-6,682
-17% -$566K 1.18% 25
2019
Q2 		$3.3M Sell
38,946
-20,604
-35% -$1.74M 1.38% 22
2019
Q1 		$5.01M Sell
59,550
-31,431
-35% -$2.63M 2.06% 13
2018
Q4 		$7.61M Buy
+90,981
New +$7.56M 2.45% 11
2016
Q4 		– Sell
-2,595
Closed -$221K – 153
2016
Q3 		$221K Sell
2,595
-22,404
-90% -$1.91M 0.13% 113
2016
Q2 		$2.13M Buy
24,999
+4,939
+25% +$420K 1.25% 15
2016
Q1 		$1.71M Sell
20,060
-9,905
-33% -$840K 0.98% 18
2015
Q4 		$2.53M Buy
29,965
+10,215
+52% +$865K 1.5% 12
2015
Q3 		$1.68M Buy
+19,750
New +$1.68M 1.41% 15

Other funds holding SHY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Cavalier Investments's SHY Position: Q2 2020 in Review

Cavalier Investments sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2020, closing a stake of 49,302 shares — an estimated $4.27M sold.

Cavalier Investments first reported a position in SHY in Q3 2015 and held it in 11 quarters. The position peaked at $7.61M in Q4 2018. 847 funds tracked by Wall St. Rank hold SHY as of Q2 2020.

  • Cavalier Investments reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Cavalier Investments sold 49,302 iShares 1-3 Year Treasury Bond ETF shares in Q2 2020, an estimated $4.27M.
  • Cavalier Investments first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2015 and held it in 11 quarters.
  • Cavalier Investments's iShares 1-3 Year Treasury Bond ETF position peaked at $7.61M in Q4 2018.
  • 847 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2020.

Based on Cavalier Investments's 13F filing for Q2 2020, filed 10 Aug 2020.