NNP
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Nachman Norwood & Parrott’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Nachman Norwood & Parrott’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
Q4 		– Sell
-410
Closed -$35K – 906
2020
Q3 		$35K Buy
+410
New +$35.5K ﹤0.01% 518

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Nachman Norwood & Parrott's SHY Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2020, closing a stake of 410 shares — an estimated $35K sold.

Nachman Norwood & Parrott first reported a position in SHY in Q3 2020 and held it in 1 quarter. The position peaked at $35K in Q3 2020. 904 funds tracked by Wall St. Rank hold SHY as of Q4 2020.

  • Nachman Norwood & Parrott reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 410 iShares 1-3 Year Treasury Bond ETF shares in Q4 2020, an estimated $35K.
  • Nachman Norwood & Parrott first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2020 and held it in 1 quarter.
  • Nachman Norwood & Parrott's iShares 1-3 Year Treasury Bond ETF position peaked at $35K in Q3 2020.
  • 904 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.