Landsberg Bennett & Dubbaneh’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Landsberg Bennett & Dubbaneh’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 Q4	–	Sell	-3,281	Closed	-$284K	–	240
2020 Q3	$284K	Sell	3,281 -337,111	-99%	-$29.2M	0.05%	169
2020 Q2	$29.5M	Buy	340,392 +98,315	+41%	+$8.51M	6.12%	2
2020 Q1	$21M	Buy	242,077 +148,623	+159%	+$12.7M	5.85%	1
2019 Q4	$7.91M	Buy	93,454 +11,102	+13%	+$941K	1.86%	7
2019 Q3	$6.98M	Buy	82,352 +1,283	+2%	+$109K	1.88%	7
2019 Q2	$6.86M	Buy	81,069 +35,905	+79%	+$3.02M	1.79%	8
2019 Q1	$3.79M	Sell	45,164 -3,954	-8%	-$331K	0.89%	29
2018 Q4	$4.11M	Buy	+49,118	New	+$4.08M	1.58%	5

Other funds holding SHY

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Landsberg Bennett & Dubbaneh's SHY Position: Q4 2020 in Review

Landsberg Bennett & Dubbaneh sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2020, closing a stake of 3,281 shares — an estimated $284K sold.

Landsberg Bennett & Dubbaneh first reported a position in SHY in Q4 2018 and held it in 8 quarters. The position peaked at $29.5M in Q2 2020. 904 funds tracked by Wall St. Rank hold SHY as of Q4 2020.

Landsberg Bennett & Dubbaneh reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
Landsberg Bennett & Dubbaneh sold 3,281 iShares 1-3 Year Treasury Bond ETF shares in Q4 2020, an estimated $284K.
Landsberg Bennett & Dubbaneh first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and held it in 8 quarters.
Landsberg Bennett & Dubbaneh's iShares 1-3 Year Treasury Bond ETF position peaked at $29.5M in Q2 2020.
904 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2020.

Based on Landsberg Bennett & Dubbaneh's 13F filing for Q4 2020, filed 26 Jan 2021.