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Stratford Consulting’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Stratford Consulting’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 		$8K Hold
96
– – ﹤0.01% 78
2019
Q4 		$8K Buy
+96
New +$8.13K ﹤0.01% 78

Other funds holding SHY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AssetMark Inc
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

Stratford Consulting's SHY Position: Q1 2020 in Review

Stratford Consulting held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q1 2020 at 96 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #78.

Stratford Consulting first reported a position in SHY in Q4 2019 and has held it in 2 quarters since. 804 funds tracked by Wall St. Rank hold SHY as of Q1 2020.

  • Stratford Consulting held 96 shares of iShares 1-3 Year Treasury Bond ETF worth $8K as of Q1 2020.
  • Stratford Consulting left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q1 2020.
  • iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Stratford Consulting's portfolio in Q1 2020, its #78 holding.
  • Stratford Consulting first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and has held it in 2 quarters since.
  • 804 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2020.

Based on Stratford Consulting's 13F filing for Q1 2020, filed 11 May 2020.