Clear Investment Research’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Clear Investment Research’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	–	Sell	-38	Closed	-$3K	–	147
2021 Q2	$3K	Buy	+38	New	+$3.28K	0.01%	130
2017 Q4	–	Sell	-123	Closed	-$10K	–	54
2017 Q3	$10K	Sell	123 -102	-45%	-$8.62K	0.01%	50
2017 Q2	$19K	Buy	225 +5	+2%	+$423	0.01%	47
2017 Q1	$19K	Sell	220 -53	-19%	-$4.48K	0.01%	31
2016 Q4	$23K	Hold	273	–	–	0.02%	28
2016 Q3	$23K	Buy	273 +89	+48%	+$7.57K	0.02%	28
2016 Q2	$16K	Hold	184	–	–	0.02%	28
2016 Q1	$16K	Buy	+184	New	+$15.6K	0.01%	26

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 22.9% 1-Year Est. Return

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

Clear Investment Research's SHY Position: Q3 2021 in Review

Clear Investment Research sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2021, closing a stake of 38 shares — an estimated $3K sold.

Clear Investment Research first reported a position in SHY in Q1 2016 and held it in 8 quarters. The position peaked at $23K in Q4 2016. 835 funds tracked by Wall St. Rank hold SHY as of Q3 2021.

Clear Investment Research reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2021 after selling out during the quarter.
Clear Investment Research sold 38 iShares 1-3 Year Treasury Bond ETF shares in Q3 2021, an estimated $3K.
Clear Investment Research first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2016 and held it in 8 quarters.
Clear Investment Research's iShares 1-3 Year Treasury Bond ETF position peaked at $23K in Q4 2016.
835 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2021.

Based on Clear Investment Research's 13F filing for Q3 2021, filed 1 Nov 2021.