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

IberiaBank’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
Q1 		– Sell
-6,921
Closed -$586K – 229
2019
Q4 		$586K Buy
+6,921
New +$586K 0.06% 153

Other funds holding SHY

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return

IberiaBank's SHY Position: Q1 2020 in Review

IberiaBank sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2020, closing a stake of 6,921 shares — an estimated $586K sold.

IberiaBank first reported a position in SHY in Q4 2019 and held it in 1 quarter. The position peaked at $586K in Q4 2019. 805 funds tracked by Wall St. Rank hold SHY as of Q1 2020.

  • IberiaBank reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2020 after selling out during the quarter.
  • IberiaBank sold 6,921 iShares 1-3 Year Treasury Bond ETF shares in Q1 2020, an estimated $586K.
  • IberiaBank first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and held it in 1 quarter.
  • IberiaBank's iShares 1-3 Year Treasury Bond ETF position peaked at $586K in Q4 2019.
  • 805 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2020.

Based on IberiaBank's 13F filing for Q1 2020, filed 16 Apr 2020.