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PA
Paracle Advisors’s
iShares 1-3 Year Treasury Bond ETF
SHY
Stock Holding History
Paracle Advisors’s Portfolio
SHY Stock Details
SHY Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q1
$685K
Sell
7,952
-331
-4%
-$28.6K
0.12%
61
2020
Q4
$715K
Sell
8,283
-331
-4%
-$28.6K
0.14%
61
2020
Q3
$745K
Buy
8,614
+1,004
+13%
+$86.9K
0.16%
52
2020
Q2
$659K
Buy
+7,610
New
+$659K
0.15%
53
2017
Q1
–
Sell
-9,520
Closed
-$803K
–
48
2016
Q4
$803K
Hold
9,520
–
–
0.32%
30
2016
Q3
$810K
Buy
+9,520
New
+$810K
0.38%
28
2016
Q2
–
Sell
-9,520
Closed
-$809K
–
40
2016
Q1
$809K
Hold
9,520
–
–
0.43%
26
2015
Q4
$803K
Hold
9,520
–
–
0.45%
26
2015
Q3
$809K
Hold
9,520
–
–
0.48%
23
2015
Q2
$808K
Hold
9,520
–
–
0.52%
21
2015
Q1
$808K
Hold
9,520
–
–
0.52%
21
2014
Q4
$803K
Hold
9,520
–
–
0.53%
25
2014
Q3
$804K
Buy
+9,520
New
+$805K
0.63%
20
Other funds holding SHY
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Stifel Financial
St. Louis, Missouri
$109B AUM
21.36%
1-Year Est. Return
AssetMark Inc
Concord, California
$49B AUM
17.78%
1-Year Est. Return
Members Trust
Tampa, Florida
$3.01B AUM
10.24%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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