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

Stearns Financial Services 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
2020 Q1	–	Sell	-798	Closed	-$67K	–	225
2019 Q4	$67K	Buy	+798	New	+$67.6K	0.01%	153
2019 Q3	–	Sell	-547	Closed	-$46K	–	184
2019 Q2	$46K	Buy	547 +3	+0.6%	+$253	0.01%	145
2019 Q1	$46K	Buy	544 +2	+0.4%	+$167	0.01%	147
2018 Q4	$45K	Buy	542 +301	+125%	+$25K	0.01%	147
2018 Q3	$20K	Buy	+241	New	+$20K	﹤0.01%	157

Other funds holding SHY

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MLM

Mount Lucas Management Newtown, Pennsylvania $281M AUM 36.14% 1-Year Est. Return

Stearns Financial Services Group's SHY Position: Q1 2020 in Review

Stearns Financial Services Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2020, closing a stake of 798 shares — an estimated $67K sold.

Stearns Financial Services Group first reported a position in SHY in Q3 2018 and held it in 5 quarters. The position peaked at $67K in Q4 2019. 804 funds tracked by Wall St. Rank hold SHY as of Q1 2020.

Stearns Financial Services Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2020 after selling out during the quarter.
Stearns Financial Services Group sold 798 iShares 1-3 Year Treasury Bond ETF shares in Q1 2020, an estimated $67K.
Stearns Financial Services Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2018 and held it in 5 quarters.
Stearns Financial Services Group's iShares 1-3 Year Treasury Bond ETF position peaked at $67K in Q4 2019.
804 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2020.

Based on Stearns Financial Services Group's 13F filing for Q1 2020, filed 14 May 2020.