FundX Investment Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

FundX Investment Group’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 Q2	–	Sell	-4,804	Closed	-$414K	–	45
2021 Q1	$414K	Hold	4,804	–	–	0.23%	31
2020 Q4	$415K	Sell	4,804 -168	-3%	-$14.5K	0.17%	32
2020 Q3	$430K	Buy	4,972 +1,340	+37%	+$116K	0.17%	29
2020 Q2	$315K	Sell	3,632 -399,468	-99%	-$34.6M	0.13%	31
2020 Q1	$34.9M	Buy	+403,100	New	+$34.4M	12.85%	2
2019 Q3	–	Sell	-21,615	Closed	-$1.83M	–	51
2019 Q2	$1.83M	Buy	21,615 +8,726	+68%	+$735K	0.76%	17
2019 Q1	$1.08M	Buy	+12,889	New	+$1.08M	0.37%	29
2018 Q4	–	Sell	-3,550	Closed	-$295K	–	55
2018 Q3	$295K	Hold	3,550	–	–	0.16%	33
2018 Q2	$296K	Buy	+3,550	New	+$296K	0.15%	31
2016 Q3	–	Sell	-16,100	Closed	-$1.37M	–	54
2016 Q2	$1.37M	Sell	16,100 -22,600	-58%	-$1.92M	0.34%	27
2016 Q1	$3.29M	Buy	+38,700	New	+$3.28M	0.82%	19

Other funds holding SHY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

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

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

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

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

FundX Investment Group's SHY Position: Q2 2021 in Review

FundX Investment Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2021, closing a stake of 4,804 shares — an estimated $414K sold.

FundX Investment Group first reported a position in SHY in Q1 2016 and held it in 11 quarters. The position peaked at $34.9M in Q1 2020. 837 funds tracked by Wall St. Rank hold SHY as of Q2 2021.

FundX Investment Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
FundX Investment Group sold 4,804 iShares 1-3 Year Treasury Bond ETF shares in Q2 2021, an estimated $414K.
FundX Investment Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2016 and held it in 11 quarters.
FundX Investment Group's iShares 1-3 Year Treasury Bond ETF position peaked at $34.9M in Q1 2020.
837 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2021.

Based on FundX Investment Group's 13F filing for Q2 2021, filed 27 Jul 2021.