Kore Private Wealth’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Kore Private Wealth’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 Q2	–	Sell	-116	Closed	-$10K	–	1256
2020 Q1	$10K	Hold	116	–	–	﹤0.01%	696
2019 Q4	$10K	Buy	+116	New	+$9.83K	﹤0.01%	749
2019 Q2	–	Sell	-116	Closed	-$10K	–	690
2019 Q1	$10K	Hold	116	–	–	﹤0.01%	630
2018 Q4	$10K	Buy	+116	New	+$9.64K	﹤0.01%	575

Other funds holding SHY

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

RBA

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

Kore Private Wealth's SHY Position: Q2 2020 in Review

Kore Private Wealth sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2020, closing a stake of 116 shares — an estimated $10K sold.

Kore Private Wealth first reported a position in SHY in Q4 2018 and held it in 4 quarters. The position peaked at $10K in Q1 2020. 847 funds tracked by Wall St. Rank hold SHY as of Q2 2020.

Kore Private Wealth reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2020 after selling out during the quarter.
Kore Private Wealth sold 116 iShares 1-3 Year Treasury Bond ETF shares in Q2 2020, an estimated $10K.
Kore Private Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and held it in 4 quarters.
Kore Private Wealth's iShares 1-3 Year Treasury Bond ETF position peaked at $10K in Q1 2020.
847 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2020.

Based on Kore Private Wealth's 13F filing for Q2 2020, filed 14 Aug 2020.