CIM
SHY icon

Corda Investment Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Corda Investment 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
2020
Q3 		– Sell
-36,822
Closed -$3.19M – 60
2020
Q2 		$3.19M Buy
36,822
+16,160
+78% +$1.4M 0.37% 44
2020
Q1 		$1.79M Sell
20,662
-1,240
-6% -$106K 0.22% 47
2019
Q4 		$1.85M Sell
21,902
-1,259
-5% -$107K 0.2% 53
2019
Q3 		$1.96M Buy
23,161
+6,294
+37% +$533K 0.22% 52
2019
Q2 		$1.43M Buy
+16,867
New +$1.42M 0.16% 57

Other funds holding SHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Corda Investment Management's SHY Position: Q3 2020 in Review

Corda Investment Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2020, closing a stake of 36,822 shares — an estimated $3.19M sold.

Corda Investment Management first reported a position in SHY in Q2 2019 and held it in 5 quarters. The position peaked at $3.19M in Q2 2020. 855 funds tracked by Wall St. Rank hold SHY as of Q3 2020.

  • Corda Investment Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Corda Investment Management sold 36,822 iShares 1-3 Year Treasury Bond ETF shares in Q3 2020, an estimated $3.19M.
  • Corda Investment Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2019 and held it in 5 quarters.
  • Corda Investment Management's iShares 1-3 Year Treasury Bond ETF position peaked at $3.19M in Q2 2020.
  • 855 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2020.

Based on Corda Investment Management's 13F filing for Q3 2020, filed 4 Nov 2020.