Davidson Trust Company’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-3,598
Closed -$310K 124
2021
Q1
$310K Hold
3,598
0.26% 90
2020
Q4
$310K Hold
3,598
0.27% 90
2020
Q3
$311K Hold
3,598
0.28% 87
2020
Q2
$311K Buy
+3,598
New +$312K 0.3% 83

Other funds holding SHY

Davidson Trust Company's SHY Position: Q2 2021 in Review

Davidson Trust Company sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2021, closing a stake of 3,598 shares — an estimated $310K sold.

Davidson Trust Company first reported a position in SHY in Q2 2020 and held it in 4 quarters. The position peaked at $311K in Q3 2020. 837 funds tracked by Wall St. Rank hold SHY as of Q2 2021.

  • Davidson Trust Company reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Davidson Trust Company sold 3,598 iShares 1-3 Year Treasury Bond ETF shares in Q2 2021, an estimated $310K.
  • Davidson Trust Company first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2020 and held it in 4 quarters.
  • Davidson Trust Company's iShares 1-3 Year Treasury Bond ETF position peaked at $311K in Q3 2020.
  • 837 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2021.

Based on Davidson Trust Company's 13F filing for Q2 2021, filed 10 Aug 2021.