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Rinet Company’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Rinet Company’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
2021
Q3 		$1.31M Buy
15,241
+1,722
+13% +$148K 0.25% 36
2021
Q2 		$1.17M Buy
13,519
+6,619
+96% +$571K 0.22% 35
2021
Q1 		$595K Buy
+6,900
New +$596K 0.12% 46

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
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
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PI
PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return

Rinet Company's SHY Position: Q3 2021 in Review

Rinet Company increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 13% in Q3 2021, buying an estimated $148K and bringing the position to 15,241 shares worth $1.31M. The position accounts for 0.25% of the portfolio, ranked #36.

Rinet Company first reported a position in SHY in Q1 2021 and has held it in 3 quarters since. 835 funds tracked by Wall St. Rank hold SHY as of Q3 2021.

  • Rinet Company held 15,241 shares of iShares 1-3 Year Treasury Bond ETF worth $1.31M as of Q3 2021.
  • Rinet Company bought 1,722 iShares 1-3 Year Treasury Bond ETF shares in Q3 2021, an estimated $148K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.25% of Rinet Company's portfolio in Q3 2021, its #36 holding.
  • Rinet Company first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2021 and has held it in 3 quarters since.
  • 835 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2021.

Based on Rinet Company's 13F filing for Q3 2021, filed 12 Nov 2021.