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Lebenthal Global Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Lebenthal Global Advisors’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
-500
Closed -$43K – 476
2020
Q4 		$43K Buy
+500
New +$43.2K 0.03% 277

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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

Lebenthal Global Advisors's SHY Position: Q1 2021 in Review

Lebenthal Global Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2021, closing a stake of 500 shares — an estimated $43K sold.

Lebenthal Global Advisors first reported a position in SHY in Q4 2020 and held it in 1 quarter. The position peaked at $43K in Q4 2020. 889 funds tracked by Wall St. Rank hold SHY as of Q1 2021.

  • Lebenthal Global Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Lebenthal Global Advisors sold 500 iShares 1-3 Year Treasury Bond ETF shares in Q1 2021, an estimated $43K.
  • Lebenthal Global Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and held it in 1 quarter.
  • Lebenthal Global Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $43K in Q4 2020.
  • 889 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2021.

Based on Lebenthal Global Advisors's 13F filing for Q1 2021, filed 7 May 2021.