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Niemann Capital Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Niemann Capital Management’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 		$506K Sell
5,858
-5,459
-48% -$472K 64.21% 1
2020
Q3 		$979K Sell
11,317
-129,736
-92% -$11.2M 48.9% 1
2020
Q2 		$12.2M Sell
141,053
-371,801
-72% -$32.2M 15.81% 2
2020
Q1 		$44.4M Buy
+512,854
New +$43.8M 47.06% 1

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

Niemann Capital Management's SHY Position: Q4 2020 in Review

Niemann Capital Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 48% in Q4 2020, selling an estimated $472K and leaving 5,858 shares worth $506K. The position accounts for 64.21% of the portfolio, ranked #1.

Niemann Capital Management first reported a position in SHY in Q1 2020 and has held it in 4 quarters since. The position peaked at $44.4M in Q1 2020. 904 funds tracked by Wall St. Rank hold SHY as of Q4 2020.

  • Niemann Capital Management held 5,858 shares of iShares 1-3 Year Treasury Bond ETF worth $506K as of Q4 2020.
  • Niemann Capital Management sold 5,459 iShares 1-3 Year Treasury Bond ETF shares in Q4 2020, an estimated $472K.
  • iShares 1-3 Year Treasury Bond ETF made up 64.21% of Niemann Capital Management's portfolio in Q4 2020, its #1 holding.
  • Niemann Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2020 and has held it in 4 quarters since.
  • Niemann Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $44.4M in Q1 2020.
  • 904 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2020.

Based on Niemann Capital Management's 13F filing for Q4 2020, filed 3 Feb 2021.