HFS
SHY icon

HL Financial Services’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

HL Financial Services’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 		$3.09M Buy
36,768
+2,316
+7% +$194K 0.05% 236
2018
Q4 		$2.88M Buy
34,452
+14,264
+71% +$1.19M 0.05% 232
2018
Q3 		$1.68M Buy
20,188
+435
+2% +$36.2K 0.03% 313
2018
Q2 		$1.65M Sell
19,753
-1,723
-8% -$144K 0.03% 300
2018
Q1 		$1.79M Buy
+21,476
New +$1.79M 0.03% 272
2017
Q4 		– Sell
-27,663
Closed -$2.34M – 688
2017
Q3 		$2.34M Buy
27,663
+18,401
+199% +$1.56M 0.05% 228
2017
Q2 		$783K Sell
9,262
-10,763
-54% -$910K 0.02% 387
2017
Q1 		$1.69M Sell
20,025
-23,561
-54% -$1.99M 0.03% 250
2016
Q4 		$3.68M Sell
43,586
-14,172
-25% -$1.2M 0.08% 146
2016
Q3 		$4.91M Buy
57,758
+16,337
+39% +$1.39M 0.11% 117
2016
Q2 		$3.53M Sell
41,421
-17,354
-30% -$1.47M 0.08% 136
2016
Q1 		$5M Buy
58,775
+17,571
+43% +$1.49M 0.12% 108
2015
Q4 		$3.48M Buy
41,204
+3,826
+10% +$324K 0.09% 144
2015
Q3 		$3.18M Buy
37,378
+1,093
+3% +$92.7K 0.09% 142
2015
Q2 		$3.08M Sell
36,285
-30,834
-46% -$2.62M 0.08% 158
2015
Q1 		$5.7M Buy
67,119
+6,911
+11% +$586K 0.15% 88
2014
Q4 		$5.08M Sell
60,208
-9,792
-14% -$829K 0.14% 95
2014
Q3 		$5.92M Sell
70,000
-225,748
-76% -$19.1M 0.17% 83
2014
Q2 		$25M Buy
295,748
+172,338
+140% +$14.6M 0.73% 34
2014
Q1 		$10.4M Sell
123,410
-17,312
-12% -$1.46M 0.31% 55
2013
Q4 		$11.9M Sell
140,722
-45,218
-24% -$3.82M 0.36% 54
2013
Q3 		$15.7M Buy
185,940
+17,898
+11% +$1.51M 0.55% 43
2013
Q2 		$14.2M Buy
+168,042
New +$14.2M 0.52% 47

Other funds holding SHY

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HL Financial Services's SHY Position: Q1 2019 in Review

HL Financial Services increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 6.7% in Q1 2019, buying an estimated $194K and bringing the position to 36,768 shares worth $3.09M. The position accounts for 0.05% of the portfolio, ranked #236.

HL Financial Services first reported a position in SHY in Q2 2013 and has held it in 23 quarters since. The position peaked at $25M in Q2 2014. 676 funds tracked by Wall St. Rank hold SHY as of Q1 2019.

  • HL Financial Services held 36,768 shares of iShares 1-3 Year Treasury Bond ETF worth $3.09M as of Q1 2019.
  • HL Financial Services bought 2,316 iShares 1-3 Year Treasury Bond ETF shares in Q1 2019, an estimated $194K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.05% of HL Financial Services's portfolio in Q1 2019, its #236 holding.
  • HL Financial Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and has held it in 23 quarters since.
  • HL Financial Services's iShares 1-3 Year Treasury Bond ETF position peaked at $25M in Q2 2014.
  • 676 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.