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

InterOcean Capital’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
Q2 		$523K Buy
6,034
+1,640
+37% +$142K 0.04% 110
2020
Q1 		$381K Sell
4,394
-2,188
-33% -$187K 0.03% 121
2019
Q4 		$557K Buy
6,582
+48
+0.7% +$4.07K 0.04% 126
2019
Q3 		$554K Buy
+6,534
New +$554K 0.05% 131

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

InterOcean Capital's SHY Position: Q2 2020 in Review

InterOcean Capital increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 37% in Q2 2020, buying an estimated $142K and bringing the position to 6,034 shares worth $523K. The position accounts for 0.04% of the portfolio, ranked #110.

InterOcean Capital first reported a position in SHY in Q3 2019 and has held it in 4 quarters since. The position peaked at $557K in Q4 2019. 847 funds tracked by Wall St. Rank hold SHY as of Q2 2020.

  • InterOcean Capital held 6,034 shares of iShares 1-3 Year Treasury Bond ETF worth $523K as of Q2 2020.
  • InterOcean Capital bought 1,640 iShares 1-3 Year Treasury Bond ETF shares in Q2 2020, an estimated $142K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.04% of InterOcean Capital's portfolio in Q2 2020, its #110 holding.
  • InterOcean Capital first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2019 and has held it in 4 quarters since.
  • InterOcean Capital's iShares 1-3 Year Treasury Bond ETF position peaked at $557K in Q4 2019.
  • 847 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2020.

Based on InterOcean Capital's 13F filing for Q2 2020, filed 13 Aug 2020.