NewDay Solutions’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

NewDay Solutions’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 Q1	–	Sell	-7,484	Closed	-$633K	–	42
2019 Q4	$633K	Sell	7,484 -12,629	-63%	-$1.07M	0.62%	30
2019 Q3	$1.71M	Buy	20,113 +5,612	+39%	+$476K	1.21%	21
2019 Q2	$1.23M	Buy	+14,501	New	+$1.22M	0.89%	26
2018 Q4	$1.76M	Buy	+21,113	New	+$1.75M	1.63%	20

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

MLM

Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return

NewDay Solutions's SHY Position: Q1 2020 in Review

NewDay Solutions sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2020, closing a stake of 7,484 shares — an estimated $633K sold.

NewDay Solutions first reported a position in SHY in Q4 2018 and held it in 4 quarters. The position peaked at $1.76M in Q4 2018. 805 funds tracked by Wall St. Rank hold SHY as of Q1 2020.

NewDay Solutions reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2020 after selling out during the quarter.
NewDay Solutions sold 7,484 iShares 1-3 Year Treasury Bond ETF shares in Q1 2020, an estimated $633K.
NewDay Solutions first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and held it in 4 quarters.
NewDay Solutions's iShares 1-3 Year Treasury Bond ETF position peaked at $1.76M in Q4 2018.
805 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2020.

Based on NewDay Solutions's 13F filing for Q1 2020, filed 15 May 2020.