Greenleaf Trust’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Greenleaf Trust’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	–	Sell	-5,985	Closed	-$507K	–	578
2019 Q4	$507K	Hold	5,985	–	–	0.01%	289
2019 Q3	$508K	Hold	5,985	–	–	0.01%	284
2019 Q2	$507K	Sell	5,985 -123	-2%	-$10.4K	0.01%	277
2019 Q1	$514K	Hold	6,108	–	–	0.01%	266
2018 Q4	$511K	Hold	6,108	–	–	0.01%	251
2018 Q3	$508K	Buy	6,108 +123	+2%	+$10.2K	0.01%	277
2018 Q2	$499K	Buy	+5,985	New	+$498K	0.01%	271

Other funds holding SHY

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

MLM

Mount Lucas Management Newtown, Pennsylvania $281M AUM 36.14% 1-Year Est. Return

Greenleaf Trust's SHY Position: Q1 2020 in Review

Greenleaf Trust sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2020, closing a stake of 5,985 shares — an estimated $507K sold.

Greenleaf Trust first reported a position in SHY in Q2 2018 and held it in 7 quarters. The position peaked at $514K in Q1 2019. 804 funds tracked by Wall St. Rank hold SHY as of Q1 2020.

Greenleaf Trust reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2020 after selling out during the quarter.
Greenleaf Trust sold 5,985 iShares 1-3 Year Treasury Bond ETF shares in Q1 2020, an estimated $507K.
Greenleaf Trust first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2018 and held it in 7 quarters.
Greenleaf Trust's iShares 1-3 Year Treasury Bond ETF position peaked at $514K in Q1 2019.
804 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2020.

Based on Greenleaf Trust's 13F filing for Q1 2020, filed 29 Apr 2020.