Cordasco Financial Network’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Cordasco Financial Network’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 Q1	–	Sell	-36	Closed	-$3K	–	497
2019 Q4	$3K	Hold	36	–	–	﹤0.01%	404
2019 Q3	$3K	Buy	+36	New	+$3.05K	﹤0.01%	421
2016 Q1	–	Sell	-136	Closed	-$11K	–	277
2015 Q4	$11K	Hold	136	–	–	0.01%	204
2015 Q3	$12K	Hold	136	–	–	0.01%	208
2015 Q2	$12K	Hold	136	–	–	0.01%	218
2015 Q1	$12K	Hold	136	–	–	0.01%	227
2014 Q4	$11K	Hold	136	–	–	0.01%	231
2014 Q3	$11K	Hold	136	–	–	0.01%	238
2014 Q2	$12K	Hold	136	–	–	0.01%	232
2014 Q1	$11K	Sell	136 -875	-87%	-$73.9K	0.01%	230
2013 Q4	$85K	Buy	+1,011	New	+$85.4K	0.06%	119

Other funds holding SHY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

MLM

Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return

Cordasco Financial Network's SHY Position: Q1 2020 in Review

Cordasco Financial Network sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2020, closing a stake of 36 shares — an estimated $3K sold.

Cordasco Financial Network first reported a position in SHY in Q4 2013 and held it in 11 quarters. The position peaked at $85K in Q4 2013. 805 funds tracked by Wall St. Rank hold SHY as of Q1 2020.

Cordasco Financial Network reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2020 after selling out during the quarter.
Cordasco Financial Network sold 36 iShares 1-3 Year Treasury Bond ETF shares in Q1 2020, an estimated $3K.
Cordasco Financial Network first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2013 and held it in 11 quarters.
Cordasco Financial Network's iShares 1-3 Year Treasury Bond ETF position peaked at $85K in Q4 2013.
805 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2020.

Based on Cordasco Financial Network's 13F filing for Q1 2020, filed 24 Apr 2020.