Tradewinds Capital Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Tradewinds Capital 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
2021 Q2	–	Sell	-3,286	Closed	-$283K	–	811
2021 Q1	$283K	Hold	3,286	–	–	0.06%	88
2020 Q4	$284K	Hold	3,286	–	–	0.06%	85
2020 Q3	$284K	Hold	3,286	–	–	0.07%	77
2020 Q2	$285K	Hold	3,286	–	–	0.07%	73
2020 Q1	$285K	Buy	+3,286	New	+$281K	0.09%	67
2018 Q1	–	Sell	-63	Closed	-$5K	–	704
2017 Q4	$5K	Hold	63	–	–	﹤0.01%	509
2017 Q3	$5K	Hold	63	–	–	﹤0.01%	494
2017 Q2	$5K	Buy	+63	New	+$5.33K	﹤0.01%	488

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

Tradewinds Capital Management's SHY Position: Q2 2021 in Review

Tradewinds Capital Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2021, closing a stake of 3,286 shares — an estimated $283K sold.

Tradewinds Capital Management first reported a position in SHY in Q2 2017 and held it in 8 quarters. The position peaked at $285K in Q2 2020. 837 funds tracked by Wall St. Rank hold SHY as of Q2 2021.

Tradewinds Capital Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
Tradewinds Capital Management sold 3,286 iShares 1-3 Year Treasury Bond ETF shares in Q2 2021, an estimated $283K.
Tradewinds Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2017 and held it in 8 quarters.
Tradewinds Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $285K in Q2 2020.
837 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2021.

Based on Tradewinds Capital Management's 13F filing for Q2 2021, filed 30 Jul 2021.