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Keystone Financial Group (Kentucky)’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Keystone Financial Group (Kentucky)’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
Q1 		– Sell
-4,519
Closed -$390K – 291
2020
Q4 		$390K Buy
4,519
+124
+3% +$10.7K 0.08% 161
2020
Q3 		$380K Hold
4,395
– – 0.09% 154
2020
Q2 		$381K Sell
4,395
-462
-10% -$40K 0.1% 148
2020
Q1 		$421K Buy
+4,857
New +$415K 0.14% 124

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BlackRock
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s SHY Position: Q1 2021 in Review

Keystone Financial Group (Kentucky) sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2021, closing a stake of 4,519 shares — an estimated $390K sold.

Keystone Financial Group (Kentucky) first reported a position in SHY in Q1 2020 and held it in 4 quarters. The position peaked at $421K in Q1 2020. 889 funds tracked by Wall St. Rank hold SHY as of Q1 2021.

  • Keystone Financial Group (Kentucky) reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Keystone Financial Group (Kentucky) sold 4,519 iShares 1-3 Year Treasury Bond ETF shares in Q1 2021, an estimated $390K.
  • Keystone Financial Group (Kentucky) first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2020 and held it in 4 quarters.
  • Keystone Financial Group (Kentucky)'s iShares 1-3 Year Treasury Bond ETF position peaked at $421K in Q1 2020.
  • 889 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2021.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2021, filed 11 May 2021.