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Sonora Investment Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Sonora Investment Management’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
Q1 		– Sell
-225
Closed -$19K – 1732
2019
Q4 		$19K Sell
225
-247
-52% -$20.9K ﹤0.01% 924
2019
Q3 		$40K Buy
+472
New +$40K ﹤0.01% 609

Other funds holding SHY

Bank of America
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return

Sonora Investment Management's SHY Position: Q1 2020 in Review

Sonora Investment Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2020, closing a stake of 225 shares — an estimated $19K sold.

Sonora Investment Management first reported a position in SHY in Q3 2019 and held it in 2 quarters. The position peaked at $40K in Q3 2019. 805 funds tracked by Wall St. Rank hold SHY as of Q1 2020.

  • Sonora Investment Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Sonora Investment Management sold 225 iShares 1-3 Year Treasury Bond ETF shares in Q1 2020, an estimated $19K.
  • Sonora Investment Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2019 and held it in 2 quarters.
  • Sonora Investment Management's iShares 1-3 Year Treasury Bond ETF position peaked at $40K in Q3 2019.
  • 805 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2020.

Based on Sonora Investment Management's 13F filing for Q1 2020, filed 29 Apr 2020.