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Dowling & Yahnke’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Dowling & Yahnke’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
-60
Closed -$5K – 367
2019
Q4 		$5K Buy
+60
New +$5.08K ﹤0.01% 358

Other funds holding SHY

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AssetMark Inc
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

Dowling & Yahnke's SHY Position: Q1 2020 in Review

Dowling & Yahnke sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2020, closing a stake of 60 shares — an estimated $5K sold.

Dowling & Yahnke first reported a position in SHY in Q4 2019 and held it in 1 quarter. The position peaked at $5K in Q4 2019. 805 funds tracked by Wall St. Rank hold SHY as of Q1 2020.

  • Dowling & Yahnke reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Dowling & Yahnke sold 60 iShares 1-3 Year Treasury Bond ETF shares in Q1 2020, an estimated $5K.
  • Dowling & Yahnke first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and held it in 1 quarter.
  • Dowling & Yahnke's iShares 1-3 Year Treasury Bond ETF position peaked at $5K in Q4 2019.
  • 805 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2020.

Based on Dowling & Yahnke's 13F filing for Q1 2020, filed 15 May 2020.