Certified Advisory Corp’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Certified Advisory Corp’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	-1,185	Closed	-$102K	–	636
2021 Q1	$102K	Buy	+1,185	New	+$102K	0.03%	254
2020 Q2	$2K	Sell	19 -132	-87%	-$11.4K	﹤0.01%	707
2020 Q1	$13K	Buy	151 +19	+14%	+$1.62K	0.01%	494
2019 Q4	$11K	Buy	132 +1	+0.8%	+$85	﹤0.01%	578
2019 Q3	$11K	Buy	131 +1	+0.8%	+$85	﹤0.01%	576
2019 Q2	$11K	Buy	130 +1	+0.8%	+$84	﹤0.01%	578
2019 Q1	$11K	Hold	129	–	–	﹤0.01%	545
2018 Q4	$11K	Buy	129 +1	+0.8%	+$83	0.01%	529
2018 Q3	$11K	Sell	128 -307	-71%	-$25.5K	0.01%	552
2018 Q2	$36K	Buy	435 +3	+0.7%	+$250	0.02%	324
2018 Q1	$36K	Sell	432 -410	-49%	-$34.3K	0.02%	320
2017 Q4	$70K	Buy	+842	New	+$70.8K	0.05%	195

Other funds holding SHY

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Forward Management San Francisco, California $907M AUM 0.46% 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 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Certified Advisory Corp's SHY Position: Q2 2021 in Review

Certified Advisory Corp sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2021, closing a stake of 1,185 shares — an estimated $102K sold.

Certified Advisory Corp first reported a position in SHY in Q4 2017 and held it in 12 quarters. The position peaked at $102K in Q1 2021. 837 funds tracked by Wall St. Rank hold SHY as of Q2 2021.

Certified Advisory Corp reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 1,185 iShares 1-3 Year Treasury Bond ETF shares in Q2 2021, an estimated $102K.
Certified Advisory Corp first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's iShares 1-3 Year Treasury Bond ETF position peaked at $102K in Q1 2021.
837 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.