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Investment Research & Advisory Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Investment Research & Advisory Group’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
Q3 		– Sell
-533
Closed -$46K – 174
2021
Q2 		$46K Buy
+533
New +$46K 0.03% 113

Other funds holding SHY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
PI
PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return

Investment Research & Advisory Group's SHY Position: Q3 2021 in Review

Investment Research & Advisory Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2021, closing a stake of 533 shares — an estimated $46K sold.

Investment Research & Advisory Group first reported a position in SHY in Q2 2021 and held it in 1 quarter. The position peaked at $46K in Q2 2021. 835 funds tracked by Wall St. Rank hold SHY as of Q3 2021.

  • Investment Research & Advisory Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Investment Research & Advisory Group sold 533 iShares 1-3 Year Treasury Bond ETF shares in Q3 2021, an estimated $46K.
  • Investment Research & Advisory Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2021 and held it in 1 quarter.
  • Investment Research & Advisory Group's iShares 1-3 Year Treasury Bond ETF position peaked at $46K in Q2 2021.
  • 835 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2021.

Based on Investment Research & Advisory Group's 13F filing for Q3 2021, filed 7 Oct 2021.