GT
SHY icon

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AssetMark Inc
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