Epstein & White Financial’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Epstein & White Financial’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	-4,894	Closed	-$412K	–	86
2019 Q4	$412K	Sell	4,894 -24,433	-83%	-$2.07M	0.18%	48
2019 Q3	$2.49M	Buy	+29,327	New	+$2.49M	1.21%	10
2018 Q2	–	Sell	-5,578	Closed	-$464K	–	113
2018 Q1	$464K	Sell	5,578 -29,608	-84%	-$2.47M	0.3%	59
2017 Q4	$2.95M	Buy	+35,186	New	+$2.96M	1.71%	13

Other funds holding SHY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MLM

Mount Lucas Management Newtown, Pennsylvania $281M AUM 36.14% 1-Year Est. Return

Epstein & White Financial's SHY Position: Q1 2020 in Review

Epstein & White Financial sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2020, closing a stake of 4,894 shares — an estimated $412K sold.

Epstein & White Financial first reported a position in SHY in Q4 2017 and held it in 4 quarters. The position peaked at $2.95M in Q4 2017. 805 funds tracked by Wall St. Rank hold SHY as of Q1 2020.

Epstein & White Financial reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2020 after selling out during the quarter.
Epstein & White Financial sold 4,894 iShares 1-3 Year Treasury Bond ETF shares in Q1 2020, an estimated $412K.
Epstein & White Financial first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2017 and held it in 4 quarters.
Epstein & White Financial's iShares 1-3 Year Treasury Bond ETF position peaked at $2.95M in Q4 2017.
805 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2020.

Based on Epstein & White Financial's 13F filing for Q1 2020, filed 13 Apr 2020.