Sunflower Bank Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Sunflower Bank Wealth Management’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 Q3	$453K	Sell	5,241 -2,620	-33%	-$227K	0.15%	71
2020 Q2	$681K	Sell	7,861 -1,765	-18%	-$153K	0.23%	59
2020 Q1	$834K	Sell	9,626 -1,095	-10%	-$93.5K	0.32%	51
2019 Q4	$907K	Sell	10,721 -5,549	-34%	-$470K	0.28%	53
2019 Q3	$1.38M	Sell	16,270 -1,530	-9%	-$130K	0.44%	35
2019 Q2	$1.51M	Sell	17,800 -1,135	-6%	-$95.6K	0.49%	32
2019 Q1	$1.59M	Sell	18,935 -233	-1%	-$19.5K	0.48%	34
2018 Q4	$1.6M	Sell	19,168 -2,225	-10%	-$185K	0.51%	33
2018 Q3	$1.78M	Sell	21,393 -525	-2%	-$43.7K	0.5%	32
2018 Q2	$1.83M	Sell	21,918 -54,720	-71%	-$4.56M	0.53%	32
2018 Q1	$6.4M	Sell	76,638 -26,920	-26%	-$2.25M	1.77%	11
2017 Q4	$8.68M	Sell	103,558 -595	-0.6%	-$50.1K	2.34%	9
2017 Q3	$8.8M	Buy	104,153 +1,075	+1%	+$90.9K	3.18%	5
2017 Q2	$8.71M	Sell	103,078 -6,775	-6%	-$573K	2.96%	5
2017 Q1	$9.28M	Sell	109,853 -10,290	-9%	-$869K	3.16%	5
2016 Q4	$10.1M	Sell	120,143 -3,744	-3%	-$317K	3.62%	5
2016 Q3	$10.5M	Sell	123,887 -2,842	-2%	-$242K	3.85%	5
2016 Q2	$10.8M	Sell	126,729 -636	-0.5%	-$54.1K	3.79%	6
2016 Q1	$10.8M	Buy	127,365 +280	+0.2%	+$23.8K	3.87%	6
2015 Q4	$10.7M	Buy	127,085 +5,295	+4%	+$448K	3.76%	6
2015 Q3	$10.4M	Buy	+121,790	New	+$10.3M	3.77%	6

Other funds holding SHY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Sunflower Bank Wealth Management's SHY Position: Q3 2020 in Review

Sunflower Bank Wealth Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 33% in Q3 2020, selling an estimated $227K and leaving 5,241 shares worth $453K. The position accounts for 0.15% of the portfolio, ranked #71.

Sunflower Bank Wealth Management first reported a position in SHY in Q3 2015 and has held it in 21 quarters since. The position peaked at $10.8M in Q1 2016. 855 funds tracked by Wall St. Rank hold SHY as of Q3 2020.

Sunflower Bank Wealth Management held 5,241 shares of iShares 1-3 Year Treasury Bond ETF worth $453K as of Q3 2020.
Sunflower Bank Wealth Management sold 2,620 iShares 1-3 Year Treasury Bond ETF shares in Q3 2020, an estimated $227K.
iShares 1-3 Year Treasury Bond ETF made up 0.15% of Sunflower Bank Wealth Management's portfolio in Q3 2020, its #71 holding.
Sunflower Bank Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2015 and has held it in 21 quarters since.
Sunflower Bank Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $10.8M in Q1 2016.
855 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.