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

Independence Advisors’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 		$53K Hold
607
– – 0.01% 121
2020
Q2 		$53K Sell
607
-133
-18% -$11.5K 0.01% 117
2020
Q1 		$64K Sell
740
-386
-34% -$33K 0.02% 101
2019
Q4 		$95K Buy
+1,126
New +$95.4K 0.02% 110

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

Independence Advisors's SHY Position: Q3 2020 in Review

Independence Advisors held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q3 2020 at 607 shares worth $53K. The position accounts for 0.01% of the portfolio, ranked #121.

Independence Advisors first reported a position in SHY in Q4 2019 and has held it in 4 quarters since. The position peaked at $95K in Q4 2019. 855 funds tracked by Wall St. Rank hold SHY as of Q3 2020.

  • Independence Advisors held 607 shares of iShares 1-3 Year Treasury Bond ETF worth $53K as of Q3 2020.
  • Independence Advisors left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q3 2020.
  • iShares 1-3 Year Treasury Bond ETF made up 0.01% of Independence Advisors's portfolio in Q3 2020, its #121 holding.
  • Independence Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and has held it in 4 quarters since.
  • Independence Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $95K in Q4 2019.
  • 855 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.