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Psagot Value Holdings’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Psagot Value Holdings’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
Q1 		– Sell
-3,130
Closed -$265K – 436
2019
Q4 		$265K Buy
+3,130
New +$265K 0.01% 259
2014
Q3 		– Sell
-5,953
Closed -$503K – 411
2014
Q2 		$503K Hold
5,953
– – 0.02% 179
2014
Q1 		$503K Sell
5,953
-10,005
-63% -$845K 0.02% 194
2013
Q4 		$1.35M Buy
15,958
+130
+0.8% +$11K 0.05% 130
2013
Q3 		$1.34M Hold
15,828
– – 0.05% 140
2013
Q2 		$1.33M Buy
+15,828
New +$1.34M 0.06% 119

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return

Psagot Value Holdings's SHY Position: Q1 2020 in Review

Psagot Value Holdings sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2020, closing a stake of 3,130 shares — an estimated $265K sold.

Psagot Value Holdings first reported a position in SHY in Q2 2013 and held it in 6 quarters. The position peaked at $1.35M in Q4 2013. 805 funds tracked by Wall St. Rank hold SHY as of Q1 2020.

  • Psagot Value Holdings reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Psagot Value Holdings sold 3,130 iShares 1-3 Year Treasury Bond ETF shares in Q1 2020, an estimated $265K.
  • Psagot Value Holdings first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and held it in 6 quarters.
  • Psagot Value Holdings's iShares 1-3 Year Treasury Bond ETF position peaked at $1.35M in Q4 2013.
  • 805 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2020.

Based on Psagot Value Holdings's 13F filing for Q1 2020, filed 12 May 2020.