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MRA Associates USA’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

MRA Associates USA’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
2019
Q3 		$512K Buy
6,034
+862
+17% +$73.1K 2.01% 15
2019
Q2 		$438K Hold
5,172
– – 1.73% 17
2019
Q1 		$435K Buy
5,172
+558
+12% +$46.7K 0.77% 15
2018
Q4 		$386K Buy
+4,614
New +$383K 0.59% 16

Other funds holding SHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MRA Associates USA's SHY Position: Q3 2019 in Review

MRA Associates USA increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 17% in Q3 2019, buying an estimated $73.1K and bringing the position to 6,034 shares worth $512K. The position accounts for 2.01% of the portfolio, ranked #15.

MRA Associates USA first reported a position in SHY in Q4 2018 and has held it in 4 quarters since. 686 funds tracked by Wall St. Rank hold SHY as of Q3 2019.

  • MRA Associates USA held 6,034 shares of iShares 1-3 Year Treasury Bond ETF worth $512K as of Q3 2019.
  • MRA Associates USA bought 862 iShares 1-3 Year Treasury Bond ETF shares in Q3 2019, an estimated $73.1K.
  • iShares 1-3 Year Treasury Bond ETF made up 2.01% of MRA Associates USA's portfolio in Q3 2019, its #15 holding.
  • MRA Associates USA first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and has held it in 4 quarters since.
  • 686 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2019.

Based on MRA Associates USA's 13F filing for Q3 2019, filed 8 Nov 2019.