HB
SHY icon

Horizon Bancorp’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Horizon Bancorp’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
Q3 		– Sell
-95
Closed -$8K – 257
2020
Q2 		$8K Hold
95
– – 0.01% 217
2020
Q1 		$8K Hold
95
– – 0.01% 231
2019
Q4 		$8K Buy
+95
New +$8.05K 0.01% 249

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

Horizon Bancorp's SHY Position: Q3 2020 in Review

Horizon Bancorp sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2020, closing a stake of 95 shares — an estimated $8K sold.

Horizon Bancorp first reported a position in SHY in Q4 2019 and held it in 3 quarters. The position peaked at $8K in Q2 2020. 855 funds tracked by Wall St. Rank hold SHY as of Q3 2020.

  • Horizon Bancorp reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Horizon Bancorp sold 95 iShares 1-3 Year Treasury Bond ETF shares in Q3 2020, an estimated $8K.
  • Horizon Bancorp first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and held it in 3 quarters.
  • Horizon Bancorp's iShares 1-3 Year Treasury Bond ETF position peaked at $8K in Q2 2020.
  • 855 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2020.

Based on Horizon Bancorp's 13F filing for Q3 2020, filed 12 Nov 2020.