Smith Shellnut Wilson’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Smith Shellnut Wilson’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	–	Sell	-1,363	Closed	-$117K	–	173
2021 Q2	$117K	Hold	1,363	–	–	0.07%	135
2021 Q1	$118K	Sell	1,363 -33	-2%	-$2.85K	0.07%	135
2020 Q4	$121K	Buy	1,396 +1,275	+1,054%	+$110K	0.07%	136
2020 Q3	$1.4M	Sell	121 -2,650	-96%	-$229K	0.52%	29
2020 Q2	$240K	Buy	2,771 +191	+7%	+$16.5K	0.17%	98
2020 Q1	$224K	Buy	2,580 +2,280	+760%	+$195K	0.19%	91
2019 Q4	$25K	Hold	300	–	–	0.02%	133
2019 Q3	$25K	Hold	300	–	–	0.02%	124
2019 Q2	$25K	Buy	+300	New	+$25.3K	0.02%	123

Other funds holding SHY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PineBridge Investments New York $12.1B AUM 33.46% 1-Year Est. Return

Smith Shellnut Wilson's SHY Position: Q3 2021 in Review

Smith Shellnut Wilson sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2021, closing a stake of 1,363 shares — an estimated $117K sold.

Smith Shellnut Wilson first reported a position in SHY in Q2 2019 and held it in 9 quarters. The position peaked at $1.4M in Q3 2020. 835 funds tracked by Wall St. Rank hold SHY as of Q3 2021.

Smith Shellnut Wilson reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2021 after selling out during the quarter.
Smith Shellnut Wilson sold 1,363 iShares 1-3 Year Treasury Bond ETF shares in Q3 2021, an estimated $117K.
Smith Shellnut Wilson first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2019 and held it in 9 quarters.
Smith Shellnut Wilson's iShares 1-3 Year Treasury Bond ETF position peaked at $1.4M in Q3 2020.
835 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2021.

Based on Smith Shellnut Wilson's 13F filing for Q3 2021, filed 12 Nov 2021.