Principal Financial Group
SHY icon

Principal Financial Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Principal Financial Group’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
-2,458
Closed -$213K – 2360
2020
Q1 		$213K Sell
2,458
-904
-27% -$77.2K ﹤0.01% 2050
2019
Q4 		$285K Buy
3,362
+347
+12% +$29.4K ﹤0.01% 2063
2019
Q3 		$256K Buy
3,015
+31
+1% +$2.63K ﹤0.01% 2088
2019
Q2 		$253K Buy
+2,984
New +$251K ﹤0.01% 2100
2019
Q1 		– Sell
-3,068
Closed -$257K – 2239
2018
Q4 		$257K Buy
+3,068
New +$255K ﹤0.01% 2067

Other funds holding SHY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Principal Financial Group's SHY Position: Q2 2020 in Review

Principal Financial Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2020, closing a stake of 2,458 shares — an estimated $213K sold.

Principal Financial Group first reported a position in SHY in Q4 2018 and held it in 5 quarters. The position peaked at $285K in Q4 2019. 847 funds tracked by Wall St. Rank hold SHY as of Q2 2020.

  • Principal Financial Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Principal Financial Group sold 2,458 iShares 1-3 Year Treasury Bond ETF shares in Q2 2020, an estimated $213K.
  • Principal Financial Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and held it in 5 quarters.
  • Principal Financial Group's iShares 1-3 Year Treasury Bond ETF position peaked at $285K in Q4 2019.
  • 847 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2020.

Based on Principal Financial Group's 13F filing for Q2 2020, filed 5 Aug 2020.