Gateway Advisory’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Gateway Advisory’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 Q1	–	Sell	-2,711	Closed	-$234K	–	100
2020 Q4	$234K	Hold	2,711	–	–	0.05%	62
2020 Q3	$235K	Hold	2,711	–	–	0.06%	55
2020 Q2	$235K	Sell	2,711 -511	-16%	-$44.3K	0.07%	50
2020 Q1	$279K	Hold	3,222	–	–	0.09%	45
2019 Q4	$273K	Hold	3,222	–	–	0.07%	51
2019 Q3	$273K	Hold	3,222	–	–	0.09%	43
2019 Q2	$273K	Sell	3,222 -4,626	-59%	-$390K	0.07%	47
2019 Q1	$660K	Sell	7,848 -1,560	-17%	-$131K	0.17%	39
2018 Q4	$787K	Buy	+9,408	New	+$782K	0.33%	30

Other funds holding SHY

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

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

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

Gateway Advisory's SHY Position: Q1 2021 in Review

Gateway Advisory sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2021, closing a stake of 2,711 shares — an estimated $234K sold.

Gateway Advisory first reported a position in SHY in Q4 2018 and held it in 9 quarters. The position peaked at $787K in Q4 2018. 888 funds tracked by Wall St. Rank hold SHY as of Q1 2021.

Gateway Advisory reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
Gateway Advisory sold 2,711 iShares 1-3 Year Treasury Bond ETF shares in Q1 2021, an estimated $234K.
Gateway Advisory first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and held it in 9 quarters.
Gateway Advisory's iShares 1-3 Year Treasury Bond ETF position peaked at $787K in Q4 2018.
888 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2021.

Based on Gateway Advisory's 13F filing for Q1 2021, filed 12 Apr 2021.