Colorado Capital Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Colorado Capital Management’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 Q4	–	Sell	-2,699	Closed	-$232K	–	80
2021 Q3	$232K	Sell	2,699 -85	-3%	-$7.33K	0.16%	67
2021 Q2	$239K	Hold	2,784	–	–	0.16%	67
2021 Q1	$240K	Hold	2,784	–	–	0.17%	66
2020 Q4	$240K	Hold	2,784	–	–	0.17%	64
2020 Q3	$241K	Hold	2,784	–	–	0.2%	65
2020 Q2	$241K	Hold	2,784	–	–	0.21%	64
2020 Q1	$241K	Hold	2,784	–	–	0.22%	61
2019 Q4	$236K	Hold	2,784	–	–	0.17%	69
2019 Q3	$236K	Hold	2,784	–	–	0.18%	71
2019 Q2	$236K	Hold	2,784	–	–	0.18%	71
2019 Q1	$234K	Sell	2,784 -1,075	-28%	-$90K	0.18%	72
2018 Q4	$322K	Sell	3,859 -118	-3%	-$9.81K	0.27%	57
2018 Q3	$330K	Sell	3,977 -111	-3%	-$9.23K	0.24%	61
2018 Q2	$341K	Sell	4,088 -329	-7%	-$27.4K	0.23%	66
2018 Q1	$369K	Hold	4,417	–	–	0.25%	61
2017 Q4	$370K	Buy	+4,417	New	+$372K	0.26%	56

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

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

Colorado Capital Management's SHY Position: Q4 2021 in Review

Colorado Capital Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2021, closing a stake of 2,699 shares — an estimated $232K sold.

Colorado Capital Management first reported a position in SHY in Q4 2017 and held it in 16 quarters. The position peaked at $370K in Q4 2017. 913 funds tracked by Wall St. Rank hold SHY as of Q4 2021.

Colorado Capital Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
Colorado Capital Management sold 2,699 iShares 1-3 Year Treasury Bond ETF shares in Q4 2021, an estimated $232K.
Colorado Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2017 and held it in 16 quarters.
Colorado Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $370K in Q4 2017.
913 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2021.

Based on Colorado Capital Management's 13F filing for Q4 2021, filed 28 Jan 2022.