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Jenkins Wealth’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Jenkins Wealth’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
Q4 		$40.5M Buy
+480,906
New +$41.3M 13.19% 4

Other funds holding SHY

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Jenkins Wealth's SHY Position: Q4 2021 in Review

Jenkins Wealth opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2021: 480,906 shares worth $40.5M. The stake represents 13.19% of the portfolio and ranks #4 among its holdings.

913 funds tracked by Wall St. Rank hold SHY as of Q4 2021.

  • Jenkins Wealth held 480,906 shares of iShares 1-3 Year Treasury Bond ETF worth $40.5M as of Q4 2021.
  • iShares 1-3 Year Treasury Bond ETF was a new Jenkins Wealth position in Q4 2021.
  • iShares 1-3 Year Treasury Bond ETF made up 13.19% of Jenkins Wealth's portfolio in Q4 2021, its #4 holding.
  • 913 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2021.

Based on Jenkins Wealth's 13F filing for Q4 2021, filed 16 Feb 2022.