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

IndexIQ 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
2021
Q2 		– Sell
-2
Closed – – 1152
2021
Q1 		$0 Buy
+2
New +$173 ﹤0.01% 1292
2018
Q4 		– Sell
-62,060
Closed -$5.16M – 565
2018
Q3 		$5.16M Sell
62,060
-432,651
-87% -$36M 0.17% 91
2018
Q2 		$41.2M Buy
494,711
+338,199
+216% +$28.2M 1.27% 13
2018
Q1 		$13.1M Buy
+156,512
New +$13.1M 0.42% 42
2017
Q4 		– Sell
-562,844
Closed -$47.5M – 600
2017
Q3 		$47.5M Buy
562,844
+367,479
+188% +$31.1M 2.05% 8
2017
Q2 		$16.5M Sell
195,365
-378,348
-66% -$32M 0.79% 32
2017
Q1 		$48.5M Sell
573,713
-376,349
-40% -$31.8M 2.51% 9
2016
Q4 		$80.2M Buy
950,062
+704,047
+286% +$59.6M 4.04% 4
2016
Q3 		$20.9M Sell
246,015
-242,199
-50% -$20.6M 1.03% 22
2016
Q2 		$41.7M Sell
488,214
-485,363
-50% -$41.3M 2.42% 9
2016
Q1 		$82.8M Buy
973,577
+210,010
+28% +$17.8M 5.52% 6
2015
Q4 		$64.4M Sell
763,567
-883,404
-54% -$74.8M 4.12% 6
2015
Q3 		$140M Sell
1,646,971
-473,722
-22% -$40.2M 8.91% 3
2015
Q2 		$180M Buy
2,120,693
+1,352,530
+176% +$115M 11.48% 3
2015
Q1 		$65.2M Sell
768,163
-97,749
-11% -$8.28M 4.16% 6
2014
Q4 		$73.1M Buy
865,912
+121,347
+16% +$10.3M 4.82% 6
2014
Q3 		$62.9M Sell
744,565
-91,138
-11% -$7.7M 4.63% 6
2014
Q2 		$70.7M Buy
835,703
+377,092
+82% +$31.9M 5.62% 5
2014
Q1 		$38.7M Sell
458,611
-67,851
-13% -$5.73M 3.66% 9
2013
Q4 		$44.4M Buy
526,462
+68,268
+15% +$5.77M 4.55% 8
2013
Q3 		$38.7M Buy
458,194
+149,030
+48% +$12.6M 4.45% 9
2013
Q2 		$26.1M Buy
+309,164
New +$26.1M 3.28% 10

Other funds holding SHY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IndexIQ Advisors's SHY Position: Q2 2021 in Review

IndexIQ Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2021, closing a stake of 2 shares.

IndexIQ Advisors first reported a position in SHY in Q2 2013 and held it in 22 quarters. The position peaked at $180M in Q2 2015. 837 funds tracked by Wall St. Rank hold SHY as of Q2 2021.

  • IndexIQ Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
  • IndexIQ Advisors sold 2 iShares 1-3 Year Treasury Bond ETF shares in Q2 2021.
  • IndexIQ Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and held it in 22 quarters.
  • IndexIQ Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $180M in Q2 2015.
  • 837 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2021.

Based on IndexIQ Advisors's 13F filing for Q2 2021, filed 4 Aug 2021.