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Northwest & Ethical Investments’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Northwest & Ethical Investments’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
Q2 		– Sell
-25,900
Closed -$2.24M – 416
2020
Q1 		$2.24M Buy
+25,900
New +$2.21M 0.13% 191

Other funds holding SHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Northwest & Ethical Investments's SHY Position: Q2 2020 in Review

Northwest & Ethical Investments sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2020, closing a stake of 25,900 shares — an estimated $2.24M sold.

Northwest & Ethical Investments first reported a position in SHY in Q1 2020 and held it in 1 quarter. The position peaked at $2.24M in Q1 2020. 847 funds tracked by Wall St. Rank hold SHY as of Q2 2020.

  • Northwest & Ethical Investments reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Northwest & Ethical Investments sold 25,900 iShares 1-3 Year Treasury Bond ETF shares in Q2 2020, an estimated $2.24M.
  • Northwest & Ethical Investments first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2020 and held it in 1 quarter.
  • Northwest & Ethical Investments's iShares 1-3 Year Treasury Bond ETF position peaked at $2.24M in Q1 2020.
  • 847 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2020.

Based on Northwest & Ethical Investments's 13F filing for Q2 2020, filed 8 Jul 2025.