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Plotkin Financial Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Plotkin Financial 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
2020
Q4 		– Sell
-22,461
Closed -$1.94M – 75
2020
Q3 		$1.94M Buy
+22,461
New +$1.94M 2.14% 16

Other funds holding SHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Plotkin Financial Advisors's SHY Position: Q4 2020 in Review

Plotkin Financial Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2020, closing a stake of 22,461 shares — an estimated $1.94M sold.

Plotkin Financial Advisors first reported a position in SHY in Q3 2020 and held it in 1 quarter. The position peaked at $1.94M in Q3 2020. 904 funds tracked by Wall St. Rank hold SHY as of Q4 2020.

  • Plotkin Financial Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Plotkin Financial Advisors sold 22,461 iShares 1-3 Year Treasury Bond ETF shares in Q4 2020, an estimated $1.94M.
  • Plotkin Financial Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2020 and held it in 1 quarter.
  • Plotkin Financial Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $1.94M in Q3 2020.
  • 904 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2020.

Based on Plotkin Financial Advisors's 13F filing for Q4 2020, filed 15 Nov 2024.