Foothills Asset Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Foothills Asset 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 Q1	$972K	Sell	11,212 -665	-6%	-$56.8K	0.84%	43
2019 Q4	$1M	Sell	11,877 -269	-2%	-$22.8K	0.72%	46
2019 Q3	$1.03M	Sell	12,146 -33	-0.3%	-$2.8K	0.78%	48
2019 Q2	$1.03M	Hold	12,179	–	–	0.8%	46
2019 Q1	$1.02M	Hold	12,179	–	–	0.79%	46
2018 Q4	$1.02M	Buy	+12,179	New	+$1.01M	0.87%	44

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

MLM

Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return

Foothills Asset Management's SHY Position: Q1 2020 in Review

Foothills Asset Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 5.6% in Q1 2020, selling an estimated $56.8K and leaving 11,212 shares worth $972K. The position accounts for 0.84% of the portfolio, ranked #43.

Foothills Asset Management first reported a position in SHY in Q4 2018 and has held it in 6 quarters since. The position peaked at $1.03M in Q2 2019. 805 funds tracked by Wall St. Rank hold SHY as of Q1 2020.

Foothills Asset Management held 11,212 shares of iShares 1-3 Year Treasury Bond ETF worth $972K as of Q1 2020.
Foothills Asset Management sold 665 iShares 1-3 Year Treasury Bond ETF shares in Q1 2020, an estimated $56.8K.
iShares 1-3 Year Treasury Bond ETF made up 0.84% of Foothills Asset Management's portfolio in Q1 2020, its #43 holding.
Foothills Asset Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and has held it in 6 quarters since.
Foothills Asset Management's iShares 1-3 Year Treasury Bond ETF position peaked at $1.03M in Q2 2019.
805 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2020.

Based on Foothills Asset Management's 13F filing for Q1 2020, filed 15 Apr 2020.