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Rowland Carmichael Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Rowland Carmichael 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
2020
Q4 		$263K Hold
3,047
– – 0.08% 249
2020
Q3 		$264K Buy
3,047
+70
+2% +$6.06K 0.1% 219
2020
Q2 		$258K Buy
2,977
+452
+18% +$39.1K 0.11% 214
2020
Q1 		$219K Sell
2,525
-2,273
-47% -$194K 0.11% 220
2019
Q4 		$406K Buy
4,798
+7
+0.1% +$593 0.14% 175
2019
Q3 		$406K Sell
4,791
-326
-6% -$27.6K 0.14% 172
2019
Q2 		$434K Sell
5,117
-3,017
-37% -$254K 0.15% 158
2019
Q1 		$684K Buy
8,134
+7,483
+1,149% +$626K 0.25% 114
2018
Q4 		$54K Hold
651
– – 0.02% 255
2018
Q3 		$54K Hold
651
– – 0.02% 304
2018
Q2 		$54K Hold
651
– – 0.02% 309
2018
Q1 		$54K Sell
651
-29
-4% -$2.42K 0.03% 276
2017
Q4 		$57K Hold
680
– – 0.03% 283
2017
Q3 		$57K Hold
680
– – 0.03% 258
2017
Q2 		$57K Sell
680
-138
-17% -$11.7K 0.03% 252
2017
Q1 		$69K Buy
818
+120
+17% +$10.1K 0.04% 245
2016
Q4 		$59K Hold
698
– – 0.03% 257
2016
Q3 		$59K Hold
698
– – 0.04% 247
2016
Q2 		$60K Hold
698
– – 0.04% 254
2016
Q1 		$59K Buy
+698
New +$59.2K 0.05% 167

Other funds holding SHY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Rowland Carmichael Advisors's SHY Position: Q4 2020 in Review

Rowland Carmichael Advisors held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q4 2020 at 3,047 shares worth $263K. The position accounts for 0.08% of the portfolio, ranked #249.

Rowland Carmichael Advisors first reported a position in SHY in Q1 2016 and has held it in 20 quarters since. The position peaked at $684K in Q1 2019. 904 funds tracked by Wall St. Rank hold SHY as of Q4 2020.

  • Rowland Carmichael Advisors held 3,047 shares of iShares 1-3 Year Treasury Bond ETF worth $263K as of Q4 2020.
  • Rowland Carmichael Advisors left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q4 2020.
  • iShares 1-3 Year Treasury Bond ETF made up 0.08% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #249 holding.
  • Rowland Carmichael Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2016 and has held it in 20 quarters since.
  • Rowland Carmichael Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $684K in Q1 2019.
  • 904 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.