Tillar-Wenstrup Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Tillar-Wenstrup Advisors’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 Q2	–	Sell	-166,179	Closed	-$14.4M	–	35
2020 Q1	$14.4M	Buy	166,179 +106,618	+179%	+$9.11M	13.37%	2
2019 Q4	$5.04M	Sell	59,561 -12,150	-17%	-$1.03M	2.82%	10
2019 Q3	$6.08M	Sell	71,711 -2,826	-4%	-$239K	3.53%	10
2019 Q2	$6.32M	Sell	74,537 -346	-0.5%	-$29.1K	3.56%	11
2019 Q1	$6.3M	Buy	74,883 +12,132	+19%	+$1.02M	3.62%	13
2018 Q4	$5.25M	Buy	62,751 +54,340	+646%	+$4.52M	3.46%	11
2018 Q3	$699K	Buy	+8,411	New	+$700K	0.38%	47

Other funds holding SHY

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

RBA

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

Tillar-Wenstrup Advisors's SHY Position: Q2 2020 in Review

Tillar-Wenstrup Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2020, closing a stake of 166,179 shares — an estimated $14.4M sold.

Tillar-Wenstrup Advisors first reported a position in SHY in Q3 2018 and held it in 7 quarters. The position peaked at $14.4M in Q1 2020. 847 funds tracked by Wall St. Rank hold SHY as of Q2 2020.

Tillar-Wenstrup Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2020 after selling out during the quarter.
Tillar-Wenstrup Advisors sold 166,179 iShares 1-3 Year Treasury Bond ETF shares in Q2 2020, an estimated $14.4M.
Tillar-Wenstrup Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2018 and held it in 7 quarters.
Tillar-Wenstrup Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $14.4M in Q1 2020.
847 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2020.

Based on Tillar-Wenstrup Advisors's 13F filing for Q2 2020, filed 31 Jul 2020.