IP
SHY icon

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 – 483
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
JP Morgan Chase New York $1.47T 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 $5.7T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $431B 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 $501B AUM 22.01% 1-Year Est. Return