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Reliant Wealth Planning’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Reliant Wealth Planning’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
-130,787
Closed -$11.3M – 11
2020
Q1 		$11.3M Buy
+130,787
New +$11.2M 5.91% 7

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 22.96% 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

Reliant Wealth Planning's SHY Position: Q2 2020 in Review

Reliant Wealth Planning sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2020, closing a stake of 130,787 shares — an estimated $11.3M sold.

Reliant Wealth Planning first reported a position in SHY in Q1 2020 and held it in 1 quarter. The position peaked at $11.3M in Q1 2020. 847 funds tracked by Wall St. Rank hold SHY as of Q2 2020.

  • Reliant Wealth Planning reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Reliant Wealth Planning sold 130,787 iShares 1-3 Year Treasury Bond ETF shares in Q2 2020, an estimated $11.3M.
  • Reliant Wealth Planning first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2020 and held it in 1 quarter.
  • Reliant Wealth Planning's iShares 1-3 Year Treasury Bond ETF position peaked at $11.3M in Q1 2020.
  • 847 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2020.

Based on Reliant Wealth Planning's 13F filing for Q2 2020, filed 3 Sep 2020.