TrueWealth LLC’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

TrueWealth LLC’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	$138K	Sell	1,589 -365	-19%	-$31.6K	0.06%	170
2020 Q1	$169K	Hold	1,954	–	–	0.08%	133
2019 Q4	$165K	Buy	1,954 +6	+0.3%	+$508	0.07%	156
2019 Q3	$165K	Buy	1,948 +5	+0.3%	+$424	0.07%	149
2019 Q2	$165K	Buy	1,943 +7	+0.4%	+$589	0.07%	150
2019 Q1	$163K	Buy	1,936 +369	+24%	+$30.9K	0.08%	149
2018 Q4	$131K	Sell	1,567 -56	-3%	-$4.65K	0.07%	161
2018 Q3	$135K	Buy	1,623 +5	+0.3%	+$416	0.06%	172
2018 Q2	$135K	Buy	1,618 +68	+4%	+$5.66K	0.06%	167
2018 Q1	$130K	Hold	1,550	–	–	0.07%	165
2017 Q4	$130K	Buy	+1,550	New	+$130K	0.06%	181

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

TrueWealth LLC's SHY Position: Q2 2020 in Review

TrueWealth LLC reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 19% in Q2 2020, selling an estimated $31.6K and leaving 1,589 shares worth $138K. The position accounts for 0.06% of the portfolio, ranked #170.

TrueWealth LLC first reported a position in SHY in Q4 2017 and has held it in 11 quarters since. The position peaked at $169K in Q1 2020. 847 funds tracked by Wall St. Rank hold SHY as of Q2 2020.

TrueWealth LLC held 1,589 shares of iShares 1-3 Year Treasury Bond ETF worth $138K as of Q2 2020.
TrueWealth LLC sold 365 iShares 1-3 Year Treasury Bond ETF shares in Q2 2020, an estimated $31.6K.
iShares 1-3 Year Treasury Bond ETF made up 0.06% of TrueWealth LLC's portfolio in Q2 2020, its #170 holding.
TrueWealth LLC first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's iShares 1-3 Year Treasury Bond ETF position peaked at $169K in Q1 2020.
847 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.