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Costello Asset Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Costello Asset 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
Q2 		– Sell
-37
Closed -$3K – 248
2021
Q1 		$3K Hold
37
– – ﹤0.01% 225
2020
Q4 		$3K Hold
37
– – ﹤0.01% 216
2020
Q3 		$3K Hold
37
– – ﹤0.01% 208
2020
Q2 		$3K Buy
+37
New +$3.2K ﹤0.01% 200

Other funds holding SHY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Costello Asset Management's SHY Position: Q2 2021 in Review

Costello Asset Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2021, closing a stake of 37 shares — an estimated $3K sold.

Costello Asset Management first reported a position in SHY in Q2 2020 and held it in 4 quarters. The position peaked at $3K in Q1 2021. 837 funds tracked by Wall St. Rank hold SHY as of Q2 2021.

  • Costello Asset Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Costello Asset Management sold 37 iShares 1-3 Year Treasury Bond ETF shares in Q2 2021, an estimated $3K.
  • Costello Asset Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2020 and held it in 4 quarters.
  • Costello Asset Management's iShares 1-3 Year Treasury Bond ETF position peaked at $3K in Q1 2021.
  • 837 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2021.

Based on Costello Asset Management's 13F filing for Q2 2021, filed 5 Aug 2021.