Global Financial Private Capital’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Global Financial Private Capital’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 Q2	$126K	Sell	1,460 -316,485	-100%	-$27.4M	0.01%	238
2020 Q1	$27.6M	Sell	317,945 -23,872	-7%	-$2.04M	1.75%	11
2019 Q4	$28.9M	Buy	341,817 +41,667	+14%	+$3.53M	1.45%	16
2019 Q3	$25.5M	Buy	300,150 +297,795	+12,645%	+$25.2M	1.29%	18
2019 Q2	$200K	Sell	2,355 -13,243	-85%	-$1.12M	0.01%	266
2019 Q1	$1.31M	Buy	15,598 +6,244	+67%	+$523K	0.06%	215
2018 Q4	$782K	Buy	+9,354	New	+$777K	0.04%	221
2018 Q1	–	Sell	-2,428	Closed	-$204K	–	551
2017 Q4	$204K	Sell	2,428 -7	-0.3%	-$589	0.01%	487
2017 Q3	$206K	Buy	+2,435	New	+$206K	0.01%	452

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

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

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

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

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

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

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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Global Financial Private Capital's SHY Position: Q2 2020 in Review

Global Financial Private Capital reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 100% in Q2 2020, selling an estimated $27.4M and leaving 1,460 shares worth $126K. The position accounts for 0.01% of the portfolio, ranked #238.

Global Financial Private Capital first reported a position in SHY in Q3 2017 and has held it in 9 quarters since. The position peaked at $28.9M in Q4 2019. 847 funds tracked by Wall St. Rank hold SHY as of Q2 2020.

Global Financial Private Capital held 1,460 shares of iShares 1-3 Year Treasury Bond ETF worth $126K as of Q2 2020.
Global Financial Private Capital sold 316,485 iShares 1-3 Year Treasury Bond ETF shares in Q2 2020, an estimated $27.4M.
iShares 1-3 Year Treasury Bond ETF made up 0.01% of Global Financial Private Capital's portfolio in Q2 2020, its #238 holding.
Global Financial Private Capital first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2017 and has held it in 9 quarters since.
Global Financial Private Capital's iShares 1-3 Year Treasury Bond ETF position peaked at $28.9M in Q4 2019.
847 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2020.

Based on Global Financial Private Capital's 13F filing for Q2 2020, filed 11 Aug 2020.