MFA Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

MFA Wealth Advisors’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 Q3	–	Sell	-218	Closed	-$18.9K	–	190
2020 Q2	$18.9K	Buy	+218	New	+$18.9K	0.01%	124
2018 Q4	–	Sell	-2,593	Closed	-$216K	–	54
2018 Q3	$216K	Sell	2,593 -242	-9%	-$20.1K	0.16%	50
2018 Q2	$236K	Sell	2,835 -277	-9%	-$23.1K	0.15%	54
2018 Q1	$259K	Buy	3,112 +6	+0.2%	+$501	0.2%	45
2017 Q4	$260K	Buy	+3,106	New	+$261K	0.18%	54

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

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

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

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

RBA

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

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

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

MFA Wealth Advisors's SHY Position: Q3 2020 in Review

MFA Wealth Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2020, closing a stake of 218 shares — an estimated $18.9K sold.

MFA Wealth Advisors first reported a position in SHY in Q4 2017 and held it in 5 quarters. The position peaked at $260K in Q4 2017. 855 funds tracked by Wall St. Rank hold SHY as of Q3 2020.

MFA Wealth Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2020 after selling out during the quarter.
MFA Wealth Advisors sold 218 iShares 1-3 Year Treasury Bond ETF shares in Q3 2020, an estimated $18.9K.
MFA Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2017 and held it in 5 quarters.
MFA Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $260K in Q4 2017.
855 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2020.

Based on MFA Wealth Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.