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Legend Financial Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Legend Financial 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
2019
Q4 		– Sell
-2,496
Closed -$212K – 34
2019
Q3 		$212K Hold
2,496
– – 0.18% 33
2019
Q2 		$211K Hold
2,496
– – 0.19% 34
2019
Q1 		$210K Buy
+2,496
New +$209K 0.23% 33

Other funds holding SHY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Legend Financial Advisors's SHY Position: Q4 2019 in Review

Legend Financial Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2019, closing a stake of 2,496 shares — an estimated $212K sold.

Legend Financial Advisors first reported a position in SHY in Q1 2019 and held it in 3 quarters. The position peaked at $212K in Q3 2019. 764 funds tracked by Wall St. Rank hold SHY as of Q4 2019.

  • Legend Financial Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Legend Financial Advisors sold 2,496 iShares 1-3 Year Treasury Bond ETF shares in Q4 2019, an estimated $212K.
  • Legend Financial Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2019 and held it in 3 quarters.
  • Legend Financial Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $212K in Q3 2019.
  • 764 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2019.

Based on Legend Financial Advisors's 13F filing for Q4 2019, filed 20 Feb 2020.