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

Lighthouse 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
2021
Q1 		$453K Sell
5,263
-222
-4% -$19.2K 0.14% 82
2020
Q4 		$473K Sell
5,485
-59
-1% -$5.1K 0.16% 79
2020
Q3 		$479K Sell
5,544
-81
-1% -$7.01K 0.18% 70
2020
Q2 		$487K Buy
+5,625
New +$487K 0.21% 66

Other funds holding SHY

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

Lighthouse Financial Advisors's SHY Position: Q1 2021 in Review

Lighthouse Financial Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 4% in Q1 2021, selling an estimated $19.2K and leaving 5,263 shares worth $453K. The position accounts for 0.14% of the portfolio, ranked #82.

Lighthouse Financial Advisors first reported a position in SHY in Q2 2020 and has held it in 4 quarters since. The position peaked at $487K in Q2 2020. 889 funds tracked by Wall St. Rank hold SHY as of Q1 2021.

  • Lighthouse Financial Advisors held 5,263 shares of iShares 1-3 Year Treasury Bond ETF worth $453K as of Q1 2021.
  • Lighthouse Financial Advisors sold 222 iShares 1-3 Year Treasury Bond ETF shares in Q1 2021, an estimated $19.2K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.14% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #82 holding.
  • Lighthouse Financial Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2020 and has held it in 4 quarters since.
  • Lighthouse Financial Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $487K in Q2 2020.
  • 889 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2021.

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