ECM
SHY icon

Exchange Capital Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Exchange Capital 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
2022
Q1 		– Sell
-3,447
Closed -$295K – 168
2021
Q4 		$295K Sell
3,447
-240
-7% -$20.6K 0.05% 156
2021
Q3 		$318K Hold
3,687
– – 0.06% 151
2021
Q2 		$318K Sell
3,687
-192
-5% -$16.6K 0.06% 148
2021
Q1 		$335K Sell
3,879
-200
-5% -$17.3K 0.07% 146
2020
Q4 		$352K Sell
4,079
-79
-2% -$6.83K 0.08% 139
2020
Q3 		$360K Sell
4,158
-220
-5% -$19K 0.09% 142
2020
Q2 		$379K Sell
4,378
-95
-2% -$8.23K 0.11% 136
2020
Q1 		$388K Buy
4,473
+171
+4% +$14.6K 0.13% 124
2019
Q4 		$364K Buy
4,302
+1,579
+58% +$134K 0.09% 133
2019
Q3 		$231K Buy
+2,723
New +$231K 0.06% 143
2018
Q4 		– Sell
-1,058
Closed -$88K – 241
2018
Q3 		$88K Buy
1,058
+119
+13% +$9.9K 0.03% 146
2018
Q2 		$78K Sell
939
-155
-14% -$12.9K 0.02% 149
2018
Q1 		$91K Sell
1,094
-717
-40% -$59.9K 0.03% 140
2017
Q4 		$152K Sell
1,811
-979
-35% -$82.4K 0.05% 131
2017
Q3 		$236K Sell
2,790
-27,154
-91% -$2.3M 0.08% 116
2017
Q2 		$2.53M Sell
29,944
-163
-0.5% -$13.8K 0.85% 41
2017
Q1 		$2.54M Sell
30,107
-2,340
-7% -$198K 0.92% 39
2016
Q4 		$2.74M Sell
32,447
-1,084
-3% -$91.8K 1.04% 37
2016
Q3 		$2.85M Buy
33,531
+1,415
+4% +$120K 1.12% 34
2016
Q2 		$2.74M Buy
32,116
+6,527
+26% +$555K 1.11% 37
2016
Q1 		$2.18M Sell
25,589
-139
-0.5% -$11.8K 0.94% 42
2015
Q4 		$2.17M Buy
25,728
+3,541
+16% +$300K 0.92% 45
2015
Q3 		$1.89M Buy
+22,187
New +$1.88M 0.88% 43

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
PI
PineBridge Investments New York $12.1B AUM 33.46% 1-Year Est. Return

Exchange Capital Management's SHY Position: Q1 2022 in Review

Exchange Capital Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2022, closing a stake of 3,447 shares — an estimated $295K sold.

Exchange Capital Management first reported a position in SHY in Q3 2015 and held it in 23 quarters. The position peaked at $2.85M in Q3 2016. 922 funds tracked by Wall St. Rank hold SHY as of Q1 2022.

  • Exchange Capital Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Exchange Capital Management sold 3,447 iShares 1-3 Year Treasury Bond ETF shares in Q1 2022, an estimated $295K.
  • Exchange Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2015 and held it in 23 quarters.
  • Exchange Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $2.85M in Q3 2016.
  • 922 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2022.

Based on Exchange Capital Management's 13F filing for Q1 2022, filed 28 Apr 2022.