Julex Capital Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Julex Capital 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
2019 Q3	$4K	Buy	+52	New	+$4.41K	0.01%	74

Other funds holding SHY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RBA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Julex Capital Management's SHY Position: Q3 2019 in Review

Julex Capital Management opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2019: 52 shares worth $4K. The stake represents 0.01% of the portfolio and ranks #74 among its holdings.

686 funds tracked by Wall St. Rank hold SHY as of Q3 2019.

Julex Capital Management held 52 shares of iShares 1-3 Year Treasury Bond ETF worth $4K as of Q3 2019.
iShares 1-3 Year Treasury Bond ETF was a new Julex Capital Management position in Q3 2019.
iShares 1-3 Year Treasury Bond ETF made up 0.01% of Julex Capital Management's portfolio in Q3 2019, its #74 holding.
686 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2019.

Based on Julex Capital Management's 13F filing for Q3 2019, filed 18 Oct 2019.