Stevens First Principles Investment Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Stevens First Principles Investment Advisors’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 Q2	$17K	Hold	203	–	–	0.01%	113
2019 Q1	$17K	Hold	203	–	–	0.01%	119
2018 Q4	$17K	Hold	203	–	–	0.01%	118
2018 Q3	$17K	Hold	203	–	–	0.01%	127
2018 Q2	$17K	Sell	203 -3	-1%	-$250	0.01%	123
2018 Q1	$17K	Hold	206	–	–	0.01%	122
2017 Q4	$17K	Sell	206 -28	-12%	-$2.36K	0.01%	145
2017 Q3	$20K	Hold	234	–	–	0.01%	133
2017 Q2	$20K	Sell	234 -5	-2%	-$423	0.01%	130
2017 Q1	$20K	Sell	239 -83	-26%	-$7.01K	0.01%	124
2016 Q4	$27K	Buy	322 +41	+15%	+$3.47K	0.02%	123
2016 Q3	$24K	Buy	281 +30	+12%	+$2.55K	0.02%	113
2016 Q2	$21K	Hold	251	–	–	0.02%	105
2016 Q1	$21K	Hold	251	–	–	0.02%	103
2015 Q4	$21K	Hold	251	–	–	0.02%	139
2015 Q3	$21K	Hold	251	–	–	0.02%	148
2015 Q2	$21K	Buy	+251	New	+$21.3K	0.01%	174
2015 Q1	–	Sell	-391	Closed	-$33K	–	226
2014 Q4	$33K	Sell	391 -20	-5%	-$1.69K	0.02%	141
2014 Q3	$35K	Sell	411 -65	-14%	-$5.49K	0.02%	157
2014 Q2	$40K	Buy	+476	New	+$40.2K	0.02%	154
2014 Q1	–	Sell	-569	Closed	-$48K	–	216
2013 Q4	$48K	Sell	569 -2,370	-81%	-$200K	0.03%	144
2013 Q3	$248K	Buy	2,939 +2,250	+327%	+$190K	0.15%	76
2013 Q2	$58K	Buy	+689	New	+$58.2K	0.04%	122

Other funds holding SHY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Stevens First Principles Investment Advisors's SHY Position: Q2 2019 in Review

Stevens First Principles Investment Advisors held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2019 at 203 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #113.

Stevens First Principles Investment Advisors first reported a position in SHY in Q2 2013 and has held it in 23 quarters since. The position peaked at $248K in Q3 2013. 679 funds tracked by Wall St. Rank hold SHY as of Q2 2019.

Stevens First Principles Investment Advisors held 203 shares of iShares 1-3 Year Treasury Bond ETF worth $17K as of Q2 2019.
Stevens First Principles Investment Advisors left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2019.
iShares 1-3 Year Treasury Bond ETF made up 0.01% of Stevens First Principles Investment Advisors's portfolio in Q2 2019, its #113 holding.
Stevens First Principles Investment Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and has held it in 23 quarters since.
Stevens First Principles Investment Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $248K in Q3 2013.
679 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2019.

Based on Stevens First Principles Investment Advisors's 13F filing for Q2 2019, filed 22 Jul 2019.