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Stewardship Financial Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Stewardship Financial 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
2021
Q1 		– Sell
-565
Closed -$49K – 105
2020
Q4 		$49K Buy
+565
New +$48.8K 0.02% 78
2020
Q3 		– Sell
-565
Closed -$49K – 84
2020
Q2 		$49K Buy
+565
New +$48.9K 0.02% 61

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stewardship Financial Advisors's SHY Position: Q1 2021 in Review

Stewardship Financial Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2021, closing a stake of 565 shares — an estimated $49K sold.

Stewardship Financial Advisors first reported a position in SHY in Q2 2020 and held it in 2 quarters. The position peaked at $49K in Q4 2020. 889 funds tracked by Wall St. Rank hold SHY as of Q1 2021.

  • Stewardship Financial Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Stewardship Financial Advisors sold 565 iShares 1-3 Year Treasury Bond ETF shares in Q1 2021, an estimated $49K.
  • Stewardship Financial Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2020 and held it in 2 quarters.
  • Stewardship Financial Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $49K in Q4 2020.
  • 889 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2021.

Based on Stewardship Financial Advisors's 13F filing for Q1 2021, filed 16 Apr 2021.