LWM
SHY icon

Lyons Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Lyons Wealth Management’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
2013
Q4 		– Sell
-6,131
Closed -$518K – 91
2013
Q3 		$518K Buy
+6,131
New +$517K 0.47% 20

Other funds holding SHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $377B AUM 19.32% 1-Year Est. Return

Lyons Wealth Management's SHY Position: Q4 2019 in Review

Lyons Wealth Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 18% in Q4 2019, selling an estimated $953K and leaving 50,165 shares worth $4.25M. The position accounts for 12.43% of the portfolio, ranked #4.

Lyons Wealth Management first reported a position in SHY in Q2 2013 and has held it in 17 quarters since. The position peaked at $6.04M in Q2 2019. 764 funds tracked by Wall St. Rank hold SHY as of Q4 2019.

  • Lyons Wealth Management held 50,165 shares of iShares 1-3 Year Treasury Bond ETF worth $4.25M as of Q4 2019.
  • Lyons Wealth Management sold 11,250 iShares 1-3 Year Treasury Bond ETF shares in Q4 2019, an estimated $953K.
  • iShares 1-3 Year Treasury Bond ETF made up 12.43% of Lyons Wealth Management's portfolio in Q4 2019, its #4 holding.
  • Lyons Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and has held it in 17 quarters since.
  • Lyons Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $6.04M in Q2 2019.
  • 764 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2019.

Based on Lyons Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.