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Farr Miller & Washington’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Farr Miller & Washington’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
Q3 		$1.84M Buy
21,409
+46
+0.2% +$3.97K 0.12% 76
2021
Q2 		$1.84M Buy
21,363
+2,132
+11% +$184K 0.12% 77
2021
Q1 		$1.66M Sell
19,231
-287
-1% -$24.8K 0.12% 72
2020
Q4 		$1.69M Buy
19,518
+145
+0.7% +$12.5K 0.13% 65
2020
Q3 		$1.68M Sell
19,373
-2,344
-11% -$203K 0.15% 61
2020
Q2 		$1.88M Buy
21,717
+2,008
+10% +$174K 0.15% 51
2020
Q1 		$1.71M Sell
19,709
-97
-0.5% -$8.29K 0.16% 50
2019
Q4 		$1.68M Buy
19,806
+236
+1% +$20K 0.12% 57
2019
Q3 		$1.66M Buy
19,570
+1,432
+8% +$121K 0.13% 55
2019
Q2 		$1.54M Buy
18,138
+68
+0.4% +$5.73K 0.13% 57
2019
Q1 		$1.52M Buy
18,070
+827
+5% +$69.2K 0.13% 57
2018
Q4 		$1.44M Buy
17,243
+2,098
+14% +$174K 0.14% 61
2018
Q3 		$1.26M Buy
15,145
+249
+2% +$20.7K 0.11% 67
2018
Q2 		$1.24M Sell
14,896
-7
-0% -$583 0.11% 64
2018
Q1 		$1.25M Buy
14,903
+4,019
+37% +$336K 0.12% 67
2017
Q4 		$913K Sell
10,884
-135
-1% -$11.4K 0.08% 69
2017
Q3 		$931K Buy
11,019
+181
+2% +$15.3K 0.09% 68
2017
Q2 		$916K Buy
10,838
+1,180
+12% +$99.8K 0.09% 67
2017
Q1 		$816K Buy
9,658
+1,241
+15% +$105K 0.08% 65
2016
Q4 		$711K Buy
8,417
+697
+9% +$59K 0.08% 69
2016
Q3 		$656K Buy
7,720
+2,860
+59% +$243K 0.07% 74
2016
Q2 		$415K Buy
4,860
+522
+12% +$44.4K 0.05% 92
2016
Q1 		$369K Buy
4,338
+561
+15% +$47.6K 0.04% 93
2015
Q4 		$319K Buy
3,777
+534
+16% +$45.2K 0.04% 101
2015
Q3 		$276K Sell
3,243
-64
-2% -$5.43K 0.04% 104
2015
Q2 		$281K Buy
+3,307
New +$280K 0.03% 113

Other funds holding SHY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 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
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PI
PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return

Farr Miller & Washington's SHY Position: Q3 2021 in Review

Farr Miller & Washington increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.22% in Q3 2021, buying an estimated $3.97K and bringing the position to 21,409 shares worth $1.84M. The position accounts for 0.12% of the portfolio, ranked #76.

Farr Miller & Washington first reported a position in SHY in Q2 2015 and has held it in 26 quarters since. The position peaked at $1.88M in Q2 2020. 835 funds tracked by Wall St. Rank hold SHY as of Q3 2021.

  • Farr Miller & Washington held 21,409 shares of iShares 1-3 Year Treasury Bond ETF worth $1.84M as of Q3 2021.
  • Farr Miller & Washington bought 46 iShares 1-3 Year Treasury Bond ETF shares in Q3 2021, an estimated $3.97K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.12% of Farr Miller & Washington's portfolio in Q3 2021, its #76 holding.
  • Farr Miller & Washington first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2015 and has held it in 26 quarters since.
  • Farr Miller & Washington's iShares 1-3 Year Treasury Bond ETF position peaked at $1.88M in Q2 2020.
  • 835 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2021.

Based on Farr Miller & Washington's 13F filing for Q3 2021, filed 15 Nov 2021.