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Secrest Blakey & Associates’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Secrest Blakey & Associates’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
2019
Q4 		– Sell
-39
Closed -$3K – 120
2019
Q3 		$3K Hold
39
– – ﹤0.01% 133
2019
Q2 		$3K Hold
39
– – ﹤0.01% 129
2019
Q1 		$3K Buy
+39
New +$3.27K ﹤0.01% 123

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Secrest Blakey & Associates's SHY Position: Q4 2019 in Review

Secrest Blakey & Associates sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2019, closing a stake of 39 shares — an estimated $3K sold.

Secrest Blakey & Associates first reported a position in SHY in Q1 2019 and held it in 3 quarters. The position peaked at $3K in Q3 2019. 764 funds tracked by Wall St. Rank hold SHY as of Q4 2019.

  • Secrest Blakey & Associates reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Secrest Blakey & Associates sold 39 iShares 1-3 Year Treasury Bond ETF shares in Q4 2019, an estimated $3K.
  • Secrest Blakey & Associates first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2019 and held it in 3 quarters.
  • Secrest Blakey & Associates's iShares 1-3 Year Treasury Bond ETF position peaked at $3K in Q3 2019.
  • 764 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2019.

Based on Secrest Blakey & Associates's 13F filing for Q4 2019, filed 5 Feb 2020.