Houlihan Financial Resource Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Houlihan Financial Resource Group’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	$30K	Buy	+343	New	+$29.7K	0.02%	211

Other funds holding SHY

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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 Concord, California $49B AUM 17.78% 1-Year Est. Return

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

Houlihan Financial Resource Group's SHY Position: Q3 2020 in Review

Houlihan Financial Resource Group opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2020: 343 shares worth $30K. The stake represents 0.02% of the portfolio and ranks #211 among its holdings.

855 funds tracked by Wall St. Rank hold SHY as of Q3 2020.

Houlihan Financial Resource Group held 343 shares of iShares 1-3 Year Treasury Bond ETF worth $30K as of Q3 2020.
iShares 1-3 Year Treasury Bond ETF was a new Houlihan Financial Resource Group position in Q3 2020.
iShares 1-3 Year Treasury Bond ETF made up 0.02% of Houlihan Financial Resource Group's portfolio in Q3 2020, its #211 holding.
855 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2020.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2020, filed 13 Nov 2020.