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Strategic Capital Advisers’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Strategic Capital Advisers’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
Q4 		– Sell
-1,192
Closed -$101K – 78
2019
Q3 		$101K Buy
+1,192
New +$101K 0.11% 58

Other funds holding SHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Strategic Capital Advisers's SHY Position: Q4 2019 in Review

Strategic Capital Advisers sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2019, closing a stake of 1,192 shares — an estimated $101K sold.

Strategic Capital Advisers first reported a position in SHY in Q3 2019 and held it in 1 quarter. The position peaked at $101K in Q3 2019. 764 funds tracked by Wall St. Rank hold SHY as of Q4 2019.

  • Strategic Capital Advisers reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Strategic Capital Advisers sold 1,192 iShares 1-3 Year Treasury Bond ETF shares in Q4 2019, an estimated $101K.
  • Strategic Capital Advisers first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2019 and held it in 1 quarter.
  • Strategic Capital Advisers's iShares 1-3 Year Treasury Bond ETF position peaked at $101K in Q3 2019.
  • 764 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2019.

Based on Strategic Capital Advisers's 13F filing for Q4 2019, filed 27 Jan 2020.