Level Four Financial’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Level Four Financial’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	-5,280	Closed	-$456K	–	343
2020 Q4	$456K	Buy	+5,280	New	+$456K	0.2%	145

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Level Four Financial's SHY Position: Q1 2021 in Review

Level Four Financial sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2021, closing a stake of 5,280 shares — an estimated $456K sold.

Level Four Financial first reported a position in SHY in Q4 2020 and held it in 1 quarter. The position peaked at $456K in Q4 2020. 889 funds tracked by Wall St. Rank hold SHY as of Q1 2021.

Level Four Financial reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
Level Four Financial sold 5,280 iShares 1-3 Year Treasury Bond ETF shares in Q1 2021, an estimated $456K.
Level Four Financial first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and held it in 1 quarter.
Level Four Financial's iShares 1-3 Year Treasury Bond ETF position peaked at $456K in Q4 2020.
889 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2021.

Based on Level Four Financial's 13F filing for Q1 2021, filed 10 May 2021.