Muzinich & Co’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Muzinich & Co’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 Q2	–	Sell	-1,541	Closed	-$130K	–	74
2019 Q1	$130K	Sell	1,541 -4,469	-74%	-$374K	0.01%	62
2018 Q4	$503K	Buy	+6,010	New	+$499K	0.14%	39

Other funds holding SHY

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

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

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

RBA

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

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

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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Muzinich & Co's SHY Position: Q2 2019 in Review

Muzinich & Co sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2019, closing a stake of 1,541 shares — an estimated $130K sold.

Muzinich & Co first reported a position in SHY in Q4 2018 and held it in 2 quarters. The position peaked at $503K in Q4 2018. 679 funds tracked by Wall St. Rank hold SHY as of Q2 2019.

Muzinich & Co reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2019 after selling out during the quarter.
Muzinich & Co sold 1,541 iShares 1-3 Year Treasury Bond ETF shares in Q2 2019, an estimated $130K.
Muzinich & Co first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and held it in 2 quarters.
Muzinich & Co's iShares 1-3 Year Treasury Bond ETF position peaked at $503K in Q4 2018.
679 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2019.

Based on Muzinich & Co's 13F filing for Q2 2019, filed 13 Aug 2019.