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

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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Paracle Advisors's SHY Position: Q1 2021 in Review

Paracle Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 4% in Q1 2021, selling an estimated $28.6K and leaving 7,952 shares worth $685K. The position accounts for 0.12% of the portfolio, ranked #61.

Paracle Advisors first reported a position in SHY in Q3 2014 and has held it in 13 quarters since. The position peaked at $810K in Q3 2016. 888 funds tracked by Wall St. Rank hold SHY as of Q1 2021.

Paracle Advisors held 7,952 shares of iShares 1-3 Year Treasury Bond ETF worth $685K as of Q1 2021.
Paracle Advisors sold 331 iShares 1-3 Year Treasury Bond ETF shares in Q1 2021, an estimated $28.6K.
iShares 1-3 Year Treasury Bond ETF made up 0.12% of Paracle Advisors's portfolio in Q1 2021, its #61 holding.
Paracle Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2014 and has held it in 13 quarters since.
Paracle Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $810K in Q3 2016.
888 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2021.

Based on Paracle Advisors's 13F filing for Q1 2021, filed 13 May 2021.