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

Merriman 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
2020 Q2	–	Sell	-1,056,041	Closed	-$91.5M	–	186
2020 Q1	$91.5M	Buy	+1,056,041	New	+$90.2M	19.9%	1
2019 Q3	–	Sell	-182,440	Closed	-$15.4M	–	193
2019 Q2	$15.4M	Buy	+182,440	New	+$15.4M	2.97%	3
2019 Q1	–	Sell	-1,296,443	Closed	-$108M	–	226
2018 Q4	$108M	Buy	1,296,443 +862,572	+199%	+$71.7M	23.41%	1
2018 Q3	$36M	Sell	433,871 -179,287	-29%	-$14.9M	7.69%	2
2018 Q2	$51.1M	Buy	+613,158	New	+$51.1M	11.67%	2
2015 Q4	–	Sell	-1,232,153	Closed	-$105M	–	52
2015 Q3	$105M	Buy	+1,232,153	New	+$105M	58.72%	1
2014 Q1	–	Sell	-152,910	Closed	-$12.9M	–	87
2013 Q4	$12.9M	Buy	+152,910	New	+$12.9M	5.48%	2

Other funds holding SHY

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

RBA

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

Merriman Wealth Management's SHY Position: Q2 2020 in Review

Merriman Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2020, closing a stake of 1,056,041 shares — an estimated $91.5M sold.

Merriman Wealth Management first reported a position in SHY in Q4 2013 and held it in 7 quarters. The position peaked at $108M in Q4 2018. 847 funds tracked by Wall St. Rank hold SHY as of Q2 2020.

Merriman Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2020 after selling out during the quarter.
Merriman Wealth Management sold 1,056,041 iShares 1-3 Year Treasury Bond ETF shares in Q2 2020, an estimated $91.5M.
Merriman Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2013 and held it in 7 quarters.
Merriman Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $108M in Q4 2018.
847 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2020.

Based on Merriman Wealth Management's 13F filing for Q2 2020, filed 31 Jul 2020.