San Francisco Sentry Investment Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

San Francisco Sentry Investment Group’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 Q2	$16K	Sell	188 -120	-39%	-$10.3K	0.01%	490
2021 Q1	$27K	Hold	308	–	–	0.01%	457
2020 Q4	$27K	Sell	308 -29,543	-99%	-$2.55M	0.01%	432
2020 Q3	$2.58M	Hold	29,851	–	–	1.32%	13
2020 Q2	$2.58M	Hold	29,851	–	–	1.37%	12
2020 Q1	$2.59M	Buy	29,851 +7,908	+36%	+$675K	1.64%	12
2019 Q4	$1.86M	Buy	21,943 +5,885	+37%	+$499K	0.83%	23
2019 Q3	$1.36M	Buy	16,058 +760	+5%	+$64.4K	0.62%	41
2019 Q2	$1.3M	Buy	15,298 +160	+1%	+$13.5K	0.6%	40
2019 Q1	$1.27M	Buy	+15,138	New	+$1.27M	0.55%	44
2013 Q3	–	Sell	-360	Closed	-$30K	–	675
2013 Q2	$30K	Buy	+360	New	+$30.4K	0.01%	370

Other funds holding SHY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

San Francisco Sentry Investment Group's SHY Position: Q2 2021 in Review

San Francisco Sentry Investment Group reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 39% in Q2 2021, selling an estimated $10.3K and leaving 188 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #490.

San Francisco Sentry Investment Group first reported a position in SHY in Q2 2013 and has held it in 11 quarters since. The position peaked at $2.59M in Q1 2020. 837 funds tracked by Wall St. Rank hold SHY as of Q2 2021.

San Francisco Sentry Investment Group held 188 shares of iShares 1-3 Year Treasury Bond ETF worth $16K as of Q2 2021.
San Francisco Sentry Investment Group sold 120 iShares 1-3 Year Treasury Bond ETF shares in Q2 2021, an estimated $10.3K.
iShares 1-3 Year Treasury Bond ETF made up 0.01% of San Francisco Sentry Investment Group's portfolio in Q2 2021, its #490 holding.
San Francisco Sentry Investment Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and has held it in 11 quarters since.
San Francisco Sentry Investment Group's iShares 1-3 Year Treasury Bond ETF position peaked at $2.59M in Q1 2020.
837 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2021.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2021, filed 2 Aug 2021.