Kelman-Lazarov Inc’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Kelman-Lazarov Inc’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
2021 Q2	–	Sell	-4,153	Closed	-$358K	–	88
2021 Q1	$358K	Hold	4,153	–	–	0.13%	57
2020 Q4	$359K	Hold	4,153	–	–	0.14%	57
2020 Q3	$359K	Buy	4,153 +337	+9%	+$29.2K	0.16%	50
2020 Q2	$331K	Buy	3,816 +1,207	+46%	+$105K	0.15%	55
2020 Q1	$226K	Sell	2,609 -74	-3%	-$6.32K	0.12%	71
2019 Q4	$227K	Buy	2,683 +195	+8%	+$16.5K	0.1%	92
2019 Q3	$211K	Hold	2,488	–	–	0.1%	93
2019 Q2	$211K	Buy	+2,488	New	+$210K	0.11%	89
2017 Q1	–	Sell	-175	Closed	-$14.8K	–	221
2016 Q4	$14.8K	Hold	175	–	–	0.01%	231
2016 Q3	$14.9K	Hold	175	–	–	0.01%	266
2016 Q2	$14.9K	Hold	175	–	–	0.01%	257
2016 Q1	$15K	Buy	+175	New	+$14.8K	0.01%	264

Other funds holding SHY

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

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

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

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

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

Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

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

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

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

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

Kelman-Lazarov Inc's SHY Position: Q2 2021 in Review

Kelman-Lazarov Inc sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2021, closing a stake of 4,153 shares — an estimated $358K sold.

Kelman-Lazarov Inc first reported a position in SHY in Q1 2016 and held it in 12 quarters. The position peaked at $359K in Q4 2020. 837 funds tracked by Wall St. Rank hold SHY as of Q2 2021.

Kelman-Lazarov Inc reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
Kelman-Lazarov Inc sold 4,153 iShares 1-3 Year Treasury Bond ETF shares in Q2 2021, an estimated $358K.
Kelman-Lazarov Inc first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2016 and held it in 12 quarters.
Kelman-Lazarov Inc's iShares 1-3 Year Treasury Bond ETF position peaked at $359K in Q4 2020.
837 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2021.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2021, filed 10 Aug 2021.