OWD
SHY icon

Osborn Williams & Donohoe’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Osborn Williams & Donohoe’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
2019
Q2 		– Sell
-79,751
Closed -$6.69M – 601
2019
Q1 		$6.69M Buy
+79,751
New +$6.68M 0.69% 43

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Osborn Williams & Donohoe's SHY Position: Q2 2019 in Review

Osborn Williams & Donohoe sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2019, closing a stake of 79,751 shares — an estimated $6.69M sold.

Osborn Williams & Donohoe first reported a position in SHY in Q1 2019 and held it in 1 quarter. The position peaked at $6.69M in Q1 2019. 679 funds tracked by Wall St. Rank hold SHY as of Q2 2019.

  • Osborn Williams & Donohoe reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 79,751 iShares 1-3 Year Treasury Bond ETF shares in Q2 2019, an estimated $6.69M.
  • Osborn Williams & Donohoe first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2019 and held it in 1 quarter.
  • Osborn Williams & Donohoe's iShares 1-3 Year Treasury Bond ETF position peaked at $6.69M in Q1 2019.
  • 679 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2019, filed 26 Jul 2019.