Lake Street Advisors Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Lake Street Advisors Group’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	-3,323	Closed	-$287K	–	338
2020 Q4	$287K	Buy	3,323 +5	+0.2%	+$432	0.02%	232
2020 Q3	$287K	Buy	3,318 +6	+0.2%	+$519	0.03%	214
2020 Q2	$287K	Buy	3,312 +10	+0.3%	+$866	0.03%	211
2020 Q1	$286K	Sell	3,302 -355	-10%	-$30.3K	0.04%	185
2019 Q4	$310K	Sell	3,657 -456	-11%	-$38.6K	0.03%	182
2019 Q3	$349K	Buy	4,113 +218	+6%	+$18.5K	0.04%	130
2019 Q2	$330K	Sell	3,895 -608	-14%	-$51.2K	0.03%	137
2019 Q1	$379K	Buy	+4,503	New	+$377K	0.04%	128
2018 Q3	–	Sell	-5,332	Closed	-$445K	–	298
2018 Q2	$445K	Sell	5,332 -9,737	-65%	-$811K	0.04%	167
2018 Q1	$1.26M	Sell	15,069 -216	-1%	-$18K	0.14%	55
2017 Q4	$1.28M	Buy	+15,285	New	+$1.29M	0.15%	56

Other funds holding SHY

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

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

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

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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

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

Lake Street Advisors Group's SHY Position: Q1 2021 in Review

Lake Street Advisors Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2021, closing a stake of 3,323 shares — an estimated $287K sold.

Lake Street Advisors Group first reported a position in SHY in Q4 2017 and held it in 11 quarters. The position peaked at $1.28M in Q4 2017. 888 funds tracked by Wall St. Rank hold SHY as of Q1 2021.

Lake Street Advisors Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
Lake Street Advisors Group sold 3,323 iShares 1-3 Year Treasury Bond ETF shares in Q1 2021, an estimated $287K.
Lake Street Advisors Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2017 and held it in 11 quarters.
Lake Street Advisors Group's iShares 1-3 Year Treasury Bond ETF position peaked at $1.28M in Q4 2017.
888 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2021.

Based on Lake Street Advisors Group's 13F filing for Q1 2021, filed 14 May 2021.