SXL
SHY icon

Summit X LLC’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Summit X LLC’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
Q3 		– Sell
-13,997
Closed -$1.19M – 243
2019
Q2 		$1.19M Sell
13,997
-18
-0.1% -$1.52K 0.49% 55
2019
Q1 		$1.19M Buy
+14,015
New +$1.17M 0.51% 52

Other funds holding SHY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Summit X LLC's SHY Position: Q3 2019 in Review

Summit X LLC sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2019, closing a stake of 13,997 shares — an estimated $1.19M sold.

Summit X LLC first reported a position in SHY in Q1 2019 and held it in 2 quarters. The position peaked at $1.19M in Q2 2019. 686 funds tracked by Wall St. Rank hold SHY as of Q3 2019.

  • Summit X LLC reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Summit X LLC sold 13,997 iShares 1-3 Year Treasury Bond ETF shares in Q3 2019, an estimated $1.19M.
  • Summit X LLC first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2019 and held it in 2 quarters.
  • Summit X LLC's iShares 1-3 Year Treasury Bond ETF position peaked at $1.19M in Q2 2019.
  • 686 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2019.

Based on Summit X LLC's 13F filing for Q3 2019, filed 15 Oct 2019.