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Covenant Multifamily Offices’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Covenant Multifamily Offices’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
-2,787
Closed -$240K – 249
2021
Q1 		$240K Buy
+2,787
New +$241K 0.05% 166

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 $3.21B AUM 13.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Covenant Multifamily Offices's SHY Position: Q2 2021 in Review

Covenant Multifamily Offices sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2021, closing a stake of 2,787 shares — an estimated $240K sold.

Covenant Multifamily Offices first reported a position in SHY in Q1 2021 and held it in 1 quarter. The position peaked at $240K in Q1 2021. 837 funds tracked by Wall St. Rank hold SHY as of Q2 2021.

  • Covenant Multifamily Offices reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Covenant Multifamily Offices sold 2,787 iShares 1-3 Year Treasury Bond ETF shares in Q2 2021, an estimated $240K.
  • Covenant Multifamily Offices first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2021 and held it in 1 quarter.
  • Covenant Multifamily Offices's iShares 1-3 Year Treasury Bond ETF position peaked at $240K in Q1 2021.
  • 837 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2021.

Based on Covenant Multifamily Offices's 13F filing for Q2 2021, filed 10 Aug 2021.