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Legacy Wealth Partners (California)’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Legacy Wealth Partners (California)’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
-108,842
Closed -$9.43M – 112
2020
Q1 		$9.43M Buy
108,842
+93,461
+608% +$7.98M 8.78% 1
2019
Q4 		$1.3M Buy
+15,381
New +$1.3M 0.95% 25

Other funds holding SHY

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Legacy Wealth Partners (California)'s SHY Position: Q2 2020 in Review

Legacy Wealth Partners (California) sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2020, closing a stake of 108,842 shares — an estimated $9.43M sold.

Legacy Wealth Partners (California) first reported a position in SHY in Q4 2019 and held it in 2 quarters. The position peaked at $9.43M in Q1 2020. 847 funds tracked by Wall St. Rank hold SHY as of Q2 2020.

  • Legacy Wealth Partners (California) reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Legacy Wealth Partners (California) sold 108,842 iShares 1-3 Year Treasury Bond ETF shares in Q2 2020, an estimated $9.43M.
  • Legacy Wealth Partners (California) first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and held it in 2 quarters.
  • Legacy Wealth Partners (California)'s iShares 1-3 Year Treasury Bond ETF position peaked at $9.43M in Q1 2020.
  • 847 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2020.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2020, filed 5 Aug 2020.