Maxim Capital Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Maxim Capital 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
2020 Q2	$7.62M	Sell	88,021 -4,632	-5%	-$401K	6.81%	7
2020 Q1	$8.03M	Buy	92,653 +40,511	+78%	+$3.46M	8.32%	4
2019 Q4	$4.36M	Sell	52,142 -43,895	-46%	-$3.72M	4.5%	7
2019 Q3	$8.15M	Buy	96,037 +18,535	+24%	+$1.57M	7.35%	7
2019 Q2	$6.57M	Sell	77,502 -2,114	-3%	-$178K	6.15%	7
2019 Q1	$6.7M	Buy	79,616 +27,474	+53%	+$2.3M	6.24%	7
2018 Q4	$4.36M	Buy	+52,142	New	+$4.33M	4.5%	7

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Maxim Capital Management's SHY Position: Q2 2020 in Review

Maxim Capital Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 5% in Q2 2020, selling an estimated $401K and leaving 88,021 shares worth $7.62M. The position accounts for 6.81% of the portfolio, ranked #7.

Maxim Capital Management first reported a position in SHY in Q4 2018 and has held it in 7 quarters since. The position peaked at $8.15M in Q3 2019. 847 funds tracked by Wall St. Rank hold SHY as of Q2 2020.

Maxim Capital Management held 88,021 shares of iShares 1-3 Year Treasury Bond ETF worth $7.62M as of Q2 2020.
Maxim Capital Management sold 4,632 iShares 1-3 Year Treasury Bond ETF shares in Q2 2020, an estimated $401K.
iShares 1-3 Year Treasury Bond ETF made up 6.81% of Maxim Capital Management's portfolio in Q2 2020, its #7 holding.
Maxim Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and has held it in 7 quarters since.
Maxim Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $8.15M in Q3 2019.
847 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2020.

Based on Maxim Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.