Tarbox Family Office’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Tarbox Family Office’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 Q4	–	Sell	-125	Closed	-$11K	–	1189
2020 Q3	$11K	Hold	125	–	–	﹤0.01%	379
2020 Q2	$11K	Buy	+125	New	+$10.8K	﹤0.01%	366
2014 Q2	–	Sell	-1,236	Closed	-$104K	–	521
2014 Q1	$104K	Hold	1,236	–	–	0.09%	80
2013 Q4	$104K	Buy	+1,236	New	+$104K	0.09%	93

Other funds holding SHY

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Tarbox Family Office's SHY Position: Q4 2020 in Review

Tarbox Family Office sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2020, closing a stake of 125 shares — an estimated $11K sold.

Tarbox Family Office first reported a position in SHY in Q4 2013 and held it in 4 quarters. The position peaked at $104K in Q1 2014. 904 funds tracked by Wall St. Rank hold SHY as of Q4 2020.

Tarbox Family Office reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
Tarbox Family Office sold 125 iShares 1-3 Year Treasury Bond ETF shares in Q4 2020, an estimated $11K.
Tarbox Family Office first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2013 and held it in 4 quarters.
Tarbox Family Office's iShares 1-3 Year Treasury Bond ETF position peaked at $104K in Q1 2014.
904 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2020.

Based on Tarbox Family Office's 13F filing for Q4 2020, filed 27 Jan 2021.