Johnson Financial Group LLC (Colorado)’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Johnson Financial Group LLC (Colorado)’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
2019 Q2	–	Sell	-4,049	Closed	-$341K	–	27
2019 Q1	$341K	Sell	4,049 -15	-0.4%	-$1.26K	0.26%	18
2018 Q4	$339K	Buy	+4,064	New	+$338K	0.18%	29
2018 Q1	–	Sell	-80,842	Closed	-$6.78M	–	82
2017 Q4	$6.78M	Buy	+80,842	New	+$6.8M	5.1%	5
2017 Q1	–	Sell	-92,931	Closed	-$7.85M	–	95
2016 Q4	$7.85M	Buy	+92,931	New	+$7.87M	6.29%	4

Other funds holding SHY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Johnson Financial Group LLC (Colorado)'s SHY Position: Q2 2019 in Review

Johnson Financial Group LLC (Colorado) sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2019, closing a stake of 4,049 shares — an estimated $341K sold.

Johnson Financial Group LLC (Colorado) first reported a position in SHY in Q4 2016 and held it in 4 quarters. The position peaked at $7.85M in Q4 2016. 679 funds tracked by Wall St. Rank hold SHY as of Q2 2019.

Johnson Financial Group LLC (Colorado) reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2019 after selling out during the quarter.
Johnson Financial Group LLC (Colorado) sold 4,049 iShares 1-3 Year Treasury Bond ETF shares in Q2 2019, an estimated $341K.
Johnson Financial Group LLC (Colorado) first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2016 and held it in 4 quarters.
Johnson Financial Group LLC (Colorado)'s iShares 1-3 Year Treasury Bond ETF position peaked at $7.85M in Q4 2016.
679 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2019.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q2 2019, filed 1 Aug 2019.