Partnervest Advisory Services’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Partnervest Advisory Services’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 Q3	$670K	Buy	+7,746	New	+$670K	0.21%	87
2020 Q2	–	Sell	-2,668	Closed	-$231K	–	252
2020 Q1	$231K	Sell	2,668 -13,392	-83%	-$1.14M	0.1%	163
2019 Q4	$1.36M	Buy	16,060 +3,400	+27%	+$288K	0.5%	36
2019 Q3	$1.07M	Sell	12,660 -3,400	-21%	-$288K	0.38%	56
2019 Q2	$1.36M	Buy	+16,060	New	+$1.35M	0.54%	39
2015 Q2	–	Sell	-2,543	Closed	-$216K	–	198
2015 Q1	$216K	Sell	2,543 -169	-6%	-$14.3K	0.11%	142
2014 Q4	$229K	Sell	2,712 -9,256	-77%	-$784K	0.11%	133
2014 Q3	$1.01M	Sell	11,968 -954	-7%	-$80.6K	0.53%	35
2014 Q2	$1.09M	Sell	12,922 -2,719	-17%	-$230K	0.49%	34
2014 Q1	$1.32M	Buy	15,641 +11,544	+282%	+$975K	0.59%	26
2013 Q4	$346K	Buy	4,097 +2,895	+241%	+$245K	0.16%	102
2013 Q3	$102K	Buy	1,202 +59	+5%	+$4.97K	0.05%	188
2013 Q2	$96K	Buy	+1,143	New	+$96.5K	0.04%	162

Other funds holding SHY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 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

Partnervest Advisory Services's SHY Position: Q3 2020 in Review

Partnervest Advisory Services opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2020: 7,746 shares worth $670K. The stake represents 0.21% of the portfolio and ranks #87 among its holdings. This is a return to the name: Partnervest Advisory Services previously reported a position in SHY as recently as Q1 2020.

Partnervest Advisory Services first reported a position in SHY in Q2 2013 and has held it in 13 quarters since. The position peaked at $1.36M in Q2 2019. 855 funds tracked by Wall St. Rank hold SHY as of Q3 2020.

Partnervest Advisory Services held 7,746 shares of iShares 1-3 Year Treasury Bond ETF worth $670K as of Q3 2020.
iShares 1-3 Year Treasury Bond ETF was a new Partnervest Advisory Services position in Q3 2020.
iShares 1-3 Year Treasury Bond ETF made up 0.21% of Partnervest Advisory Services's portfolio in Q3 2020, its #87 holding.
Partnervest Advisory Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and has held it in 13 quarters since.
Partnervest Advisory Services's iShares 1-3 Year Treasury Bond ETF position peaked at $1.36M in Q2 2019.
855 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.