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NewFocus Financial Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

NewFocus Financial Group’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 		$2.88M Buy
33,289
+9,552
+40% +$825K 0.85% 35
2020
Q3 		$2.05M Buy
23,737
+12,288
+107% +$1.06M 0.68% 43
2020
Q2 		$992K Buy
+11,449
New +$992K 0.36% 58

Other funds holding SHY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NewFocus Financial Group's SHY Position: Q4 2020 in Review

NewFocus Financial Group increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 40% in Q4 2020, buying an estimated $825K and bringing the position to 33,289 shares worth $2.88M. The position accounts for 0.85% of the portfolio, ranked #35.

NewFocus Financial Group first reported a position in SHY in Q2 2020 and has held it in 3 quarters since. 904 funds tracked by Wall St. Rank hold SHY as of Q4 2020.

  • NewFocus Financial Group held 33,289 shares of iShares 1-3 Year Treasury Bond ETF worth $2.88M as of Q4 2020.
  • NewFocus Financial Group bought 9,552 iShares 1-3 Year Treasury Bond ETF shares in Q4 2020, an estimated $825K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.85% of NewFocus Financial Group's portfolio in Q4 2020, its #35 holding.
  • NewFocus Financial Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2020 and has held it in 3 quarters since.
  • 904 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2020.

Based on NewFocus Financial Group's 13F filing for Q4 2020, filed 28 Jan 2021.