Meristem Family Wealth’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Meristem Family Wealth’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
2021 Q3	–	Sell	-10,262	Closed	-$884K	–	423
2021 Q2	$884K	Buy	+10,262	New	+$885K	0.14%	103
2019 Q2	–	Sell	-12,825	Closed	-$1.08M	–	180
2019 Q1	$1.08M	Buy	12,825 +3,325	+35%	+$278K	0.36%	43
2018 Q4	$794K	Buy	+9,500	New	+$790K	0.29%	46

Other funds holding SHY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PineBridge Investments New York $12.1B AUM 33.46% 1-Year Est. Return

Meristem Family Wealth's SHY Position: Q3 2021 in Review

Meristem Family Wealth sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2021, closing a stake of 10,262 shares — an estimated $884K sold.

Meristem Family Wealth first reported a position in SHY in Q4 2018 and held it in 3 quarters. The position peaked at $1.08M in Q1 2019. 835 funds tracked by Wall St. Rank hold SHY as of Q3 2021.

Meristem Family Wealth reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2021 after selling out during the quarter.
Meristem Family Wealth sold 10,262 iShares 1-3 Year Treasury Bond ETF shares in Q3 2021, an estimated $884K.
Meristem Family Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and held it in 3 quarters.
Meristem Family Wealth's iShares 1-3 Year Treasury Bond ETF position peaked at $1.08M in Q1 2019.
835 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2021.

Based on Meristem Family Wealth's 13F filing for Q3 2021, filed 15 Nov 2021.