Elite Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Elite Wealth 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	-34,099	Closed	-$2.94K	–	61
2021 Q1	$2.94K	Sell	34,099 -51,944	-60%	-$4.48M	0.38%	13
2020 Q4	$7.43M	Sell	86,043 -147,517	-63%	-$12.7M	0.96%	8
2020 Q3	$20.2M	Buy	+233,560	New	+$20.2M	2.79%	5

Other funds holding SHY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

Elite Wealth Management's SHY Position: Q2 2021 in Review

Elite Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2021, closing a stake of 34,099 shares — an estimated $2.94K sold.

Elite Wealth Management first reported a position in SHY in Q3 2020 and held it in 3 quarters. The position peaked at $20.2M in Q3 2020. 837 funds tracked by Wall St. Rank hold SHY as of Q2 2021.

Elite Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
Elite Wealth Management sold 34,099 iShares 1-3 Year Treasury Bond ETF shares in Q2 2021, an estimated $2.94K.
Elite Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2020 and held it in 3 quarters.
Elite Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $20.2M in Q3 2020.
837 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2021.

Based on Elite Wealth Management's 13F filing for Q2 2021, filed 6 Aug 2021.