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

Madden 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
2019 Q4	–	Sell	-2,769	Closed	-$234K	–	76
2019 Q3	$234K	Sell	2,769 -1,548	-36%	-$131K	0.17%	74
2019 Q2	$366K	Sell	4,317 -1,579	-27%	-$133K	0.23%	69
2019 Q1	$495K	Sell	5,896 -85	-1%	-$7.12K	0.27%	68
2018 Q4	$500K	Sell	5,981 -7,920	-57%	-$658K	0.3%	65
2018 Q3	$1.16M	Hold	13,901	–	–	0.7%	41
2018 Q2	$1.16M	Hold	13,901	–	–	0.74%	38
2018 Q1	$1.16M	Sell	13,901 -239	-2%	-$20K	0.7%	39
2017 Q4	$1.19M	Sell	14,140 -35	-0.2%	-$2.94K	0.72%	38
2017 Q3	$1.2M	Buy	14,175 +144	+1%	+$12.2K	0.76%	37
2017 Q2	$1.19M	Sell	14,031 -551	-4%	-$46.6K	0.78%	35
2017 Q1	$1.23M	Sell	14,582 -480	-3%	-$40.5K	0.8%	36
2016 Q4	$1.27M	Sell	15,062 -540	-3%	-$45.7K	0.86%	36
2016 Q3	$1.33M	Sell	15,602 -133	-0.8%	-$11.3K	0.81%	40
2016 Q2	$1.34M	Sell	15,735 -597	-4%	-$50.7K	0.83%	38
2016 Q1	$1.39M	Sell	16,332 -260	-2%	-$22.1K	0.9%	36
2015 Q4	$1.4M	Sell	16,592 -556	-3%	-$47.1K	0.92%	35
2015 Q3	$1.46M	Sell	17,148 -260	-1%	-$22.1K	0.96%	31
2015 Q2	$1.48M	Sell	17,408 -2,815	-14%	-$239K	0.88%	35
2015 Q1	$1.72M	Sell	20,223 -1,592	-7%	-$135K	1.04%	31
2014 Q4	$1.84M	Sell	21,815 -3,299	-13%	-$279K	1.05%	29
2014 Q3	$2.12M	Sell	25,114 -1,060	-4%	-$89.6K	1.1%	24
2014 Q2	$2.21M	Sell	26,174 -645	-2%	-$54.5K	1.13%	22
2014 Q1	$2.27M	Sell	26,819 -2,041	-7%	-$172K	1.24%	22
2013 Q4	$2.44M	Sell	28,860 -868	-3%	-$73.3K	1.83%	15
2013 Q3	$2.51M	Sell	29,728 -32,925	-53%	-$2.78M	2.19%	11
2013 Q2	$5.28M	Buy	+62,653	New	+$5.29M	4.34%	4

Other funds holding SHY

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

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

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

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

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Madden Advisory Services's SHY Position: Q4 2019 in Review

Madden Advisory Services sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2019, closing a stake of 2,769 shares — an estimated $234K sold.

Madden Advisory Services first reported a position in SHY in Q2 2013 and held it in 26 quarters. The position peaked at $5.28M in Q2 2013. 764 funds tracked by Wall St. Rank hold SHY as of Q4 2019.

Madden Advisory Services reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2019 after selling out during the quarter.
Madden Advisory Services sold 2,769 iShares 1-3 Year Treasury Bond ETF shares in Q4 2019, an estimated $234K.
Madden Advisory Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and held it in 26 quarters.
Madden Advisory Services's iShares 1-3 Year Treasury Bond ETF position peaked at $5.28M in Q2 2013.
764 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2019.

Based on Madden Advisory Services's 13F filing for Q4 2019, filed 27 Jan 2020.