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Marvin & Palmer Associates’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Marvin & Palmer Associates’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
Q2 		– Sell
-10,035
Closed -$870K – 35
2020
Q1 		$870K Buy
+10,035
New +$857K 0.83% 27

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
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RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Marvin & Palmer Associates's SHY Position: Q2 2020 in Review

Marvin & Palmer Associates sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2020, closing a stake of 10,035 shares — an estimated $870K sold.

Marvin & Palmer Associates first reported a position in SHY in Q1 2020 and held it in 1 quarter. The position peaked at $870K in Q1 2020. 847 funds tracked by Wall St. Rank hold SHY as of Q2 2020.

  • Marvin & Palmer Associates reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Marvin & Palmer Associates sold 10,035 iShares 1-3 Year Treasury Bond ETF shares in Q2 2020, an estimated $870K.
  • Marvin & Palmer Associates first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2020 and held it in 1 quarter.
  • Marvin & Palmer Associates's iShares 1-3 Year Treasury Bond ETF position peaked at $870K in Q1 2020.
  • 847 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2020.

Based on Marvin & Palmer Associates's 13F filing for Q2 2020, filed 13 Aug 2020.