PD
SHY icon

Planning Directions’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Planning Directions’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
-84,306
Closed -$7.31M – 95
2020
Q1 		$7.31M Buy
+84,306
New +$7.2M 10.25% 2

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

Planning Directions's SHY Position: Q2 2020 in Review

Planning Directions sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2020, closing a stake of 84,306 shares — an estimated $7.31M sold.

Planning Directions first reported a position in SHY in Q1 2020 and held it in 1 quarter. The position peaked at $7.31M in Q1 2020. 847 funds tracked by Wall St. Rank hold SHY as of Q2 2020.

  • Planning Directions reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Planning Directions sold 84,306 iShares 1-3 Year Treasury Bond ETF shares in Q2 2020, an estimated $7.31M.
  • Planning Directions first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2020 and held it in 1 quarter.
  • Planning Directions's iShares 1-3 Year Treasury Bond ETF position peaked at $7.31M in Q1 2020.
  • 847 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2020.

Based on Planning Directions's 13F filing for Q2 2020, filed 21 Jul 2020.