Tri-Star Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Tri-Star 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
2021 Q1	–	Sell	-2,977	Closed	-$257K	–	46
2020 Q4	$257K	Buy	+2,977	New	+$257K	0.14%	40
2020 Q3	–	Sell	-2,753	Closed	-$238K	–	56
2020 Q2	$238K	Buy	+2,753	New	+$238K	0.16%	52

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

Tri-Star Advisors's SHY Position: Q1 2021 in Review

Tri-Star Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2021, closing a stake of 2,977 shares — an estimated $257K sold.

Tri-Star Advisors first reported a position in SHY in Q2 2020 and held it in 2 quarters. The position peaked at $257K in Q4 2020. 889 funds tracked by Wall St. Rank hold SHY as of Q1 2021.

Tri-Star Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
Tri-Star Advisors sold 2,977 iShares 1-3 Year Treasury Bond ETF shares in Q1 2021, an estimated $257K.
Tri-Star Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2020 and held it in 2 quarters.
Tri-Star Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $257K in Q4 2020.
889 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2021.

Based on Tri-Star Advisors's 13F filing for Q1 2021, filed 19 Apr 2021.