Sullivan, Bruyette, Speros & Blaney’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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	$927K	Buy	10,743 +2,550	+31%	+$220K	0.04%	122
2020 Q4	$708K	Buy	8,193 +26	+0.3%	+$2.25K	0.03%	136
2020 Q3	$707K	Sell	8,167 -38	-0.5%	-$3.29K	0.04%	123
2020 Q2	$711K	Hold	8,205	–	–	0.04%	112
2020 Q1	$711K	Buy	8,205 +2,541	+45%	+$217K	0.05%	100
2019 Q4	$479K	Sell	5,664 -590	-9%	-$50K	0.03%	145
2019 Q3	$530K	Hold	6,254	–	–	0.03%	129
2019 Q2	$530K	Hold	6,254	–	–	0.03%	121
2019 Q1	$526K	Hold	6,254	–	–	0.03%	119
2018 Q4	$523K	Buy	+6,254	New	+$520K	0.04%	107

Other funds holding SHY

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

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

Sullivan, Bruyette, Speros & Blaney's SHY Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 31% in Q1 2021, buying an estimated $220K and bringing the position to 10,743 shares worth $927K. The position accounts for 0.04% of the portfolio, ranked #122.

Sullivan, Bruyette, Speros & Blaney first reported a position in SHY in Q4 2018 and has held it in 10 quarters since. 889 funds tracked by Wall St. Rank hold SHY as of Q1 2021.

Sullivan, Bruyette, Speros & Blaney held 10,743 shares of iShares 1-3 Year Treasury Bond ETF worth $927K as of Q1 2021.
Sullivan, Bruyette, Speros & Blaney bought 2,550 iShares 1-3 Year Treasury Bond ETF shares in Q1 2021, an estimated $220K.
iShares 1-3 Year Treasury Bond ETF made up 0.04% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #122 holding.
Sullivan, Bruyette, Speros & Blaney first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and has held it in 10 quarters since.
889 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.