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

Jupiter 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 Q3	–	Sell	-45,589	Closed	-$3.95M	–	84
2020 Q2	$3.95M	Hold	45,589	–	–	1.97%	22
2020 Q1	$3.95M	Buy	45,589 +2,280	+5%	+$195K	2.3%	22
2019 Q4	$3.67M	Buy	43,309 +985	+2%	+$83.5K	1.77%	23
2019 Q3	$3.59M	Buy	42,324 +720	+2%	+$61K	1.92%	21
2019 Q2	$3.52M	Buy	41,604 +9,604	+30%	+$809K	1.74%	25
2019 Q1	$2.68M	Buy	+32,000	New	+$2.68M	1.29%	30

Other funds holding SHY

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

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

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

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

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

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

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

RBA

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Jupiter Wealth Management's SHY Position: Q3 2020 in Review

Jupiter Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2020, closing a stake of 45,589 shares — an estimated $3.95M sold.

Jupiter Wealth Management first reported a position in SHY in Q1 2019 and held it in 6 quarters. The position peaked at $3.95M in Q1 2020. 855 funds tracked by Wall St. Rank hold SHY as of Q3 2020.

Jupiter Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2020 after selling out during the quarter.
Jupiter Wealth Management sold 45,589 iShares 1-3 Year Treasury Bond ETF shares in Q3 2020, an estimated $3.95M.
Jupiter Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2019 and held it in 6 quarters.
Jupiter Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $3.95M in Q1 2020.
855 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2020.

Based on Jupiter Wealth Management's 13F filing for Q3 2020, filed 19 Nov 2020.