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

Reilly 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
2016
Q2 		– Sell
-116
Closed -$10K – 956
2016
Q1 		$10K Buy
116
+16
+16% +$1.36K ﹤0.01% 771
2015
Q4 		$8K Buy
+100
New +$8.47K ﹤0.01% 840

Other funds holding SHY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
FM
Forward Management San Francisco, California $907M AUM 0.46% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Reilly Financial Advisors's SHY Position: Q4 2021 in Review

Reilly Financial Advisors held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q4 2021 at 879 shares worth $75K. The position accounts for 0.01% of the portfolio, ranked #335.

Reilly Financial Advisors first reported a position in SHY in Q2 2013 and has held it in 33 quarters since. The position peaked at $88K in Q1 2021. 915 funds tracked by Wall St. Rank hold SHY as of Q4 2021.

  • Reilly Financial Advisors held 879 shares of iShares 1-3 Year Treasury Bond ETF worth $75K as of Q4 2021.
  • Reilly Financial Advisors left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q4 2021.
  • iShares 1-3 Year Treasury Bond ETF made up 0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #335 holding.
  • Reilly Financial Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and has held it in 33 quarters since.
  • Reilly Financial Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $88K in Q1 2021.
  • 915 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.