Squar Milner Financial Services’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Squar Milner Financial Services’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	-2,449	Closed	-$207K	–	853
2019 Q4	$207K	Sell	2,449 -93,423	-97%	-$7.92M	0.1%	198
2019 Q3	$8.29M	Buy	95,872 +95,293	+16,458%	+$8.08M	4.24%	3
2019 Q2	$49K	Buy	579 +491	+558%	+$41.3K	0.03%	351
2019 Q1	$7K	Hold	88	–	–	0.01%	601
2018 Q4	$7K	Hold	88	–	–	0.01%	524
2018 Q3	$7K	Sell	88 -372	-81%	-$30.9K	0.01%	558
2018 Q2	$38K	Buy	+460	New	+$38.3K	0.03%	382

Other funds holding SHY

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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Squar Milner Financial Services's SHY Position: Q1 2020 in Review

Squar Milner Financial Services sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2020, closing a stake of 2,449 shares — an estimated $207K sold.

Squar Milner Financial Services first reported a position in SHY in Q2 2018 and held it in 7 quarters. The position peaked at $8.29M in Q3 2019. 805 funds tracked by Wall St. Rank hold SHY as of Q1 2020.

Squar Milner Financial Services reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2020 after selling out during the quarter.
Squar Milner Financial Services sold 2,449 iShares 1-3 Year Treasury Bond ETF shares in Q1 2020, an estimated $207K.
Squar Milner Financial Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's iShares 1-3 Year Treasury Bond ETF position peaked at $8.29M in Q3 2019.
805 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2020.

Based on Squar Milner Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.