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Guardian Wealth Advisors (Minnesota)’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Guardian Wealth Advisors (Minnesota)’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
Q2 		– Sell
-2,483
Closed -$214K – 68
2021
Q1 		$214K Sell
2,483
-1,839
-43% -$159K 0.2% 61
2020
Q4 		$373K Buy
+4,322
New +$373K 0.37% 49

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
Envestnet Asset Management
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Guardian Wealth Advisors (Minnesota)'s SHY Position: Q2 2021 in Review

Guardian Wealth Advisors (Minnesota) sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2021, closing a stake of 2,483 shares — an estimated $214K sold.

Guardian Wealth Advisors (Minnesota) first reported a position in SHY in Q4 2020 and held it in 2 quarters. The position peaked at $373K in Q4 2020. 837 funds tracked by Wall St. Rank hold SHY as of Q2 2021.

  • Guardian Wealth Advisors (Minnesota) reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Guardian Wealth Advisors (Minnesota) sold 2,483 iShares 1-3 Year Treasury Bond ETF shares in Q2 2021, an estimated $214K.
  • Guardian Wealth Advisors (Minnesota) first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and held it in 2 quarters.
  • Guardian Wealth Advisors (Minnesota)'s iShares 1-3 Year Treasury Bond ETF position peaked at $373K in Q4 2020.
  • 837 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2021.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q2 2021, filed 28 Jul 2021.