Mid Atlantic Financial Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$1.21M	Sell	14,025 -250	-2%	-$21.6K	0.08%	209
2021 Q2	$1.23M	Sell	14,275 -7,681	-35%	-$662K	0.08%	201
2021 Q1	$1.89M	Sell	21,956 -2,674	-11%	-$231K	0.14%	141
2020 Q4	$2.13M	Sell	24,630 -2,505	-9%	-$216K	0.16%	130
2020 Q3	$2.34M	Sell	27,135 -197,834	-88%	-$17.1M	0.2%	110
2020 Q2	$19.5M	Sell	224,969 -116,822	-34%	-$10.1M	1.88%	9
2020 Q1	$29.6M	Buy	341,791 +210,678	+161%	+$18M	3.4%	3
2019 Q4	$11.1M	Buy	131,113 +17,211	+15%	+$1.46M	1.04%	15
2019 Q3	$9.66M	Sell	113,902 -2,394	-2%	-$203K	1.03%	15
2019 Q2	$9.86M	Buy	116,296 +60,481	+108%	+$5.09M	1.03%	17
2019 Q1	$4.7M	Sell	55,815 -32,381	-37%	-$2.71M	0.51%	34
2018 Q4	$7.38M	Buy	+88,196	New	+$7.33M	0.92%	20

Other funds holding SHY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return

Mid Atlantic Financial Management's SHY Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.8% in Q3 2021, selling an estimated $21.6K and leaving 14,025 shares worth $1.21M. The position accounts for 0.08% of the portfolio, ranked #209.

Mid Atlantic Financial Management first reported a position in SHY in Q4 2018 and has held it in 12 quarters since. The position peaked at $29.6M in Q1 2020. 835 funds tracked by Wall St. Rank hold SHY as of Q3 2021.

Mid Atlantic Financial Management held 14,025 shares of iShares 1-3 Year Treasury Bond ETF worth $1.21M as of Q3 2021.
Mid Atlantic Financial Management sold 250 iShares 1-3 Year Treasury Bond ETF shares in Q3 2021, an estimated $21.6K.
iShares 1-3 Year Treasury Bond ETF made up 0.08% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #209 holding.
Mid Atlantic Financial Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's iShares 1-3 Year Treasury Bond ETF position peaked at $29.6M in Q1 2020.
835 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.