Trinity Legacy Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Trinity Legacy 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 Q1	–	Sell	-42,309	Closed	-$3.65M	–	117
2020 Q4	$3.65M	Sell	42,309 -306	-0.7%	-$26.4K	1.66%	19
2020 Q3	$3.68M	Sell	42,615 -1,374	-3%	-$119K	1.78%	17
2020 Q2	$3.81M	Buy	43,989 +32,830	+294%	+$2.84M	1.95%	16
2020 Q1	$967K	Buy	11,159 +2,842	+34%	+$243K	0.68%	34
2019 Q4	$704K	Buy	8,317 +5,825	+234%	+$494K	0.33%	46
2019 Q3	$211K	Buy	+2,492	New	+$211K	0.1%	61

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

Trinity Legacy Partners's SHY Position: Q1 2021 in Review

Trinity Legacy Partners sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2021, closing a stake of 42,309 shares — an estimated $3.65M sold.

Trinity Legacy Partners first reported a position in SHY in Q3 2019 and held it in 6 quarters. The position peaked at $3.81M in Q2 2020. 889 funds tracked by Wall St. Rank hold SHY as of Q1 2021.

Trinity Legacy Partners reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
Trinity Legacy Partners sold 42,309 iShares 1-3 Year Treasury Bond ETF shares in Q1 2021, an estimated $3.65M.
Trinity Legacy Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2019 and held it in 6 quarters.
Trinity Legacy Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $3.81M in Q2 2020.
889 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2021.

Based on Trinity Legacy Partners's 13F filing for Q1 2021, filed 21 Apr 2021.