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Lloyd Advisory Services’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Lloyd Advisory Services’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
Q1 		– Sell
-402
Closed -$34K – 380
2019
Q4 		$34K Buy
+402
New +$34.1K 0.03% 157

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Lloyd Advisory Services's SHY Position: Q1 2020 in Review

Lloyd Advisory Services sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2020, closing a stake of 402 shares — an estimated $34K sold.

Lloyd Advisory Services first reported a position in SHY in Q4 2019 and held it in 1 quarter. The position peaked at $34K in Q4 2019. 805 funds tracked by Wall St. Rank hold SHY as of Q1 2020.

  • Lloyd Advisory Services reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Lloyd Advisory Services sold 402 iShares 1-3 Year Treasury Bond ETF shares in Q1 2020, an estimated $34K.
  • Lloyd Advisory Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and held it in 1 quarter.
  • Lloyd Advisory Services's iShares 1-3 Year Treasury Bond ETF position peaked at $34K in Q4 2019.
  • 805 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2020.

Based on Lloyd Advisory Services's 13F filing for Q1 2020, filed 3 Jun 2020.