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Rampart Investment Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Rampart Investment Management’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
-24,427
Closed -$2.11M – 310
2020
Q3 		$2.11M Sell
24,427
-1,692
-6% -$146K 1.34% 13
2020
Q2 		$2.26M Sell
26,119
-62,754
-71% -$5.43M 0.38% 76
2020
Q1 		$7.7M Buy
88,873
+54,998
+162% +$4.7M 3.66% 3
2019
Q4 		$2.87M Buy
+33,875
New +$2.87M 0.35% 82
2019
Q3 		– Sell
-74,550
Closed -$6.32M – 544
2019
Q2 		$6.32M Buy
74,550
+33,669
+82% +$2.84M 0.75% 21
2019
Q1 		$3.44M Sell
40,881
-97,072
-70% -$8.13M 0.39% 75
2018
Q4 		$11.5M Sell
137,953
-15,485
-10% -$1.29M 3.2% 1
2018
Q3 		$81.7K Sell
153,438
-9,604
-6% -$799K 0.04% 424
2018
Q2 		$13.6M Sell
163,042
-69,748
-30% -$5.81M 1.33% 5
2018
Q1 		$19.5M Buy
+232,790
New +$19.5M 1.86% 2
2017
Q1 		– Sell
-16
Closed -$1K – 507
2016
Q4 		$1K Buy
+16
New +$1.35K ﹤0.01% 110
2015
Q3 		– Sell
-1,520
Closed -$129K – 12
2015
Q2 		$129K Buy
+1,520
New +$129K 0.05% 10

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 $424B AUM 22.94% 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 $3.21B AUM 13.73% 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

Rampart Investment Management's SHY Position: Q4 2020 in Review

Rampart Investment Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2020, closing a stake of 24,427 shares — an estimated $2.11M sold.

Rampart Investment Management first reported a position in SHY in Q2 2015 and held it in 12 quarters. The position peaked at $19.5M in Q1 2018. 904 funds tracked by Wall St. Rank hold SHY as of Q4 2020.

  • Rampart Investment Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Rampart Investment Management sold 24,427 iShares 1-3 Year Treasury Bond ETF shares in Q4 2020, an estimated $2.11M.
  • Rampart Investment Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2015 and held it in 12 quarters.
  • Rampart Investment Management's iShares 1-3 Year Treasury Bond ETF position peaked at $19.5M in Q1 2018.
  • 904 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2020.

Based on Rampart Investment Management's 13F filing for Q4 2020.