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

Intellectus Partners’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	-3,113	Closed	-$268K	–	278
2021 Q1	$268K	Buy	+3,113	New	+$269K	0.07%	222
2019 Q2	–	Sell	-118	Closed	-$10K	–	364
2019 Q1	$10K	Buy	+118	New	+$9.88K	﹤0.01%	348
2018 Q4	–	Sell	-118	Closed	-$10K	–	468
2018 Q3	$10K	Sell	118 -1,354	-92%	-$113K	﹤0.01%	474
2018 Q2	$123K	Hold	1,472	–	–	0.04%	261
2018 Q1	$123K	Hold	1,472	–	–	0.04%	265
2017 Q4	$123K	Buy	1,472 +1,000	+212%	+$84.1K	0.05%	263
2017 Q3	$40K	Sell	472 -352	-43%	-$29.8K	0.02%	431
2017 Q2	$70K	Buy	+824	New	+$69.7K	0.03%	323

Other funds holding SHY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Intellectus Partners's SHY Position: Q2 2021 in Review

Intellectus Partners sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2021, closing a stake of 3,113 shares — an estimated $268K sold.

Intellectus Partners first reported a position in SHY in Q2 2017 and held it in 8 quarters. The position peaked at $268K in Q1 2021. 837 funds tracked by Wall St. Rank hold SHY as of Q2 2021.

Intellectus Partners reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
Intellectus Partners sold 3,113 iShares 1-3 Year Treasury Bond ETF shares in Q2 2021, an estimated $268K.
Intellectus Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2017 and held it in 8 quarters.
Intellectus Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $268K in Q1 2021.
837 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2021.

Based on Intellectus Partners's 13F filing for Q2 2021, filed 13 Aug 2021.