Greenline Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Greenline Partners’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
2019 Q1	–	Sell	-13,554	Closed	-$1.13M	–	68
2018 Q4	$1.13M	Hold	13,554	–	–	0.35%	49
2018 Q3	$1.13M	Buy	13,554 +12,206	+905%	+$1.02M	0.35%	49
2018 Q2	$1.13M	Sell	1,348 -12,089	-90%	-$1.01M	0.37%	49
2018 Q1	$1.12M	Buy	13,437 +28	+0.2%	+$2.34K	0.37%	50
2017 Q4	$1.12M	Buy	+13,409	New	+$1.13M	0.37%	48

Other funds holding SHY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

RBA

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 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

Greenline Partners's SHY Position: Q1 2019 in Review

Greenline Partners sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2019, closing a stake of 13,554 shares — an estimated $1.13M sold.

Greenline Partners first reported a position in SHY in Q4 2017 and held it in 5 quarters. The position peaked at $1.13M in Q4 2018. 675 funds tracked by Wall St. Rank hold SHY as of Q1 2019.

Greenline Partners reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2019 after selling out during the quarter.
Greenline Partners sold 13,554 iShares 1-3 Year Treasury Bond ETF shares in Q1 2019, an estimated $1.13M.
Greenline Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2017 and held it in 5 quarters.
Greenline Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $1.13M in Q4 2018.
675 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2019.

Based on Greenline Partners's 13F filing for Q1 2019, filed 7 May 2019.