JOYN Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

JOYN Advisors’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
2018 Q2	–	Sell	-240	Closed	-$20K	–	1852
2018 Q1	$20K	Buy	+240	New	+$20.1K	﹤0.01%	672
2014 Q3	–	Sell	-176	Closed	-$15K	–	39
2014 Q2	$15K	Hold	176	–	–	0.01%	26
2014 Q1	$15K	Hold	176	–	–	0.01%	36
2013 Q4	$15K	Hold	176	–	–	0.01%	45
2013 Q3	$15K	Buy	+176	New	+$14.8K	0.01%	38
2013 Q2	–	Hold	0	–	–	–	34

Other funds holding SHY

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

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

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

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

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

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

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

MLM

Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RBA

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

JOYN Advisors's SHY Position: Q2 2018 in Review

JOYN Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2018, closing a stake of 240 shares — an estimated $20K sold.

JOYN Advisors first reported a position in SHY in Q3 2013 and held it in 5 quarters. The position peaked at $20K in Q1 2018. 534 funds tracked by Wall St. Rank hold SHY as of Q2 2018.

JOYN Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2018 after selling out during the quarter.
JOYN Advisors sold 240 iShares 1-3 Year Treasury Bond ETF shares in Q2 2018, an estimated $20K.
JOYN Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2013 and held it in 5 quarters.
JOYN Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $20K in Q1 2018.
534 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2018.

Based on JOYN Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.