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Legacy Wealth Planning’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Legacy Wealth Planning’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
-2,372
Closed -$205K – 88
2020
Q3 		$205K Sell
2,372
-212
-8% -$18.3K 0.23% 71
2020
Q2 		$224K Buy
2,584
+158
+7% +$13.7K 0.27% 63
2020
Q1 		$210K Sell
2,426
-336
-12% -$28.7K 0.34% 62
2019
Q4 		$234K Buy
+2,762
New +$234K 0.27% 66

Other funds holding SHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Legacy Wealth Planning's SHY Position: Q4 2020 in Review

Legacy Wealth Planning sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2020, closing a stake of 2,372 shares — an estimated $205K sold.

Legacy Wealth Planning first reported a position in SHY in Q4 2019 and held it in 4 quarters. The position peaked at $234K in Q4 2019. 904 funds tracked by Wall St. Rank hold SHY as of Q4 2020.

  • Legacy Wealth Planning reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Legacy Wealth Planning sold 2,372 iShares 1-3 Year Treasury Bond ETF shares in Q4 2020, an estimated $205K.
  • Legacy Wealth Planning first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and held it in 4 quarters.
  • Legacy Wealth Planning's iShares 1-3 Year Treasury Bond ETF position peaked at $234K in Q4 2019.
  • 904 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2020.

Based on Legacy Wealth Planning's 13F filing for Q4 2020, filed 12 Feb 2021.