JWM
SHY icon

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

Jeppson Wealth Management’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
Q4 		– Sell
-17
Closed -$1K – 379
2020
Q3 		$1K Buy
+17
New +$1.47K ﹤0.01% 502

Other funds holding SHY

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jeppson Wealth Management's SHY Position: Q4 2020 in Review

Jeppson Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2020, closing a stake of 17 shares — an estimated $1K sold.

Jeppson Wealth Management first reported a position in SHY in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 904 funds tracked by Wall St. Rank hold SHY as of Q4 2020.

  • Jeppson Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 17 iShares 1-3 Year Treasury Bond ETF shares in Q4 2020, an estimated $1K.
  • Jeppson Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $1K in Q3 2020.
  • 904 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.