TFO Wealth Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

TFO Wealth Partners’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 Q2	–	Sell	-1,171	Closed	-$101K	–	173
2021 Q1	$101K	Hold	1,171	–	–	0.03%	51
2020 Q4	$101K	Hold	1,171	–	–	0.03%	36
2020 Q3	$101K	Hold	1,171	–	–	0.04%	39
2020 Q2	$101K	Hold	1,171	–	–	0.04%	39
2020 Q1	$101K	Buy	+1,171	New	+$100K	0.04%	44

Other funds holding SHY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

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

Members Trust Tampa, Florida $3.01B AUM 10.24% 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

TFO Wealth Partners's SHY Position: Q2 2021 in Review

TFO Wealth Partners sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2021, closing a stake of 1,171 shares — an estimated $101K sold.

TFO Wealth Partners first reported a position in SHY in Q1 2020 and held it in 5 quarters. The position peaked at $101K in Q1 2021. 837 funds tracked by Wall St. Rank hold SHY as of Q2 2021.

TFO Wealth Partners reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
TFO Wealth Partners sold 1,171 iShares 1-3 Year Treasury Bond ETF shares in Q2 2021, an estimated $101K.
TFO Wealth Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2020 and held it in 5 quarters.
TFO Wealth Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $101K in Q1 2021.
837 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2021.

Based on TFO Wealth Partners's 13F filing for Q2 2021, filed 14 Jul 2021.