Elm Partners Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Elm Partners 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
2020 Q3	–	Sell	-8	Closed	-$1K	–	45
2020 Q2	$1K	Hold	8	–	–	﹤0.01%	45
2020 Q1	$1K	Sell	8 -23,812	-100%	-$2.03M	﹤0.01%	40
2019 Q4	$2.02M	Sell	23,820 -63,525	-73%	-$5.38M	0.44%	29
2019 Q3	$7.41M	Buy	+87,345	New	+$7.4M	1.68%	19

Other funds holding SHY

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

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

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

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 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

Elm Partners Management's SHY Position: Q3 2020 in Review

Elm Partners Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2020, closing a stake of 8 shares — an estimated $1K sold.

Elm Partners Management first reported a position in SHY in Q3 2019 and held it in 4 quarters. The position peaked at $7.41M in Q3 2019. 855 funds tracked by Wall St. Rank hold SHY as of Q3 2020.

Elm Partners Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2020 after selling out during the quarter.
Elm Partners Management sold 8 iShares 1-3 Year Treasury Bond ETF shares in Q3 2020, an estimated $1K.
Elm Partners Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2019 and held it in 4 quarters.
Elm Partners Management's iShares 1-3 Year Treasury Bond ETF position peaked at $7.41M in Q3 2019.
855 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2020.

Based on Elm Partners Management's 13F filing for Q3 2020, filed 19 Oct 2020.