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

Clarus 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 Q3	–	Sell	-2,674	Closed	-$231K	–	135
2020 Q2	$231K	Sell	2,674 -13,667	-84%	-$1.18M	0.19%	108
2020 Q1	$1.42M	Buy	16,341 +5,115	+46%	+$437K	1.41%	14
2019 Q4	$951K	Sell	11,226 -262	-2%	-$22.2K	0.63%	33
2019 Q3	$974K	Buy	11,488 +697	+6%	+$59.1K	0.71%	24
2019 Q2	$915K	Buy	10,791 +5,392	+100%	+$454K	0.66%	22
2019 Q1	$454K	Sell	5,399 -6,554	-55%	-$549K	0.34%	42
2018 Q4	$1M	Buy	11,953 +4,866	+69%	+$404K	1.57%	6
2018 Q3	$589K	Buy	+7,087	New	+$590K	0.38%	29

Other funds holding SHY

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Clarus Wealth Advisors's SHY Position: Q3 2020 in Review

Clarus Wealth Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2020, closing a stake of 2,674 shares — an estimated $231K sold.

Clarus Wealth Advisors first reported a position in SHY in Q3 2018 and held it in 8 quarters. The position peaked at $1.42M in Q1 2020. 855 funds tracked by Wall St. Rank hold SHY as of Q3 2020.

Clarus Wealth Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2020 after selling out during the quarter.
Clarus Wealth Advisors sold 2,674 iShares 1-3 Year Treasury Bond ETF shares in Q3 2020, an estimated $231K.
Clarus Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2018 and held it in 8 quarters.
Clarus Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $1.42M in Q1 2020.
855 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2020.

Based on Clarus Wealth Advisors's 13F filing for Q3 2020, filed 8 Oct 2020.