COWA LLC’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

COWA LLC’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 Q1	–	Sell	-150	Closed	-$13K	–	403
2020 Q4	$13K	Buy	+150	New	+$13K	0.01%	313

Other funds holding SHY

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

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

COWA LLC's SHY Position: Q1 2021 in Review

COWA LLC sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2021, closing a stake of 150 shares — an estimated $13K sold.

COWA LLC first reported a position in SHY in Q4 2020 and held it in 1 quarter. The position peaked at $13K in Q4 2020. 889 funds tracked by Wall St. Rank hold SHY as of Q1 2021.

COWA LLC reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
COWA LLC sold 150 iShares 1-3 Year Treasury Bond ETF shares in Q1 2021, an estimated $13K.
COWA LLC first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and held it in 1 quarter.
COWA LLC's iShares 1-3 Year Treasury Bond ETF position peaked at $13K in Q4 2020.
889 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2021.

Based on COWA LLC's 13F filing for Q1 2021, filed 5 May 2021.