Twin Focus Capital Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Twin Focus Capital 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	-3,571	Closed	-$308K	–	174
2020 Q4	$308K	Sell	3,571 -277	-7%	-$23.9K	0.09%	120
2020 Q3	$333K	Sell	3,848 -715	-16%	-$61.9K	0.12%	95
2020 Q2	$395K	Sell	4,563 -1,209	-21%	-$105K	0.16%	82
2020 Q1	$500K	Sell	5,772 -1,803	-24%	-$154K	0.23%	67
2019 Q4	$641K	Sell	7,575 -1,113	-13%	-$94.3K	0.21%	77
2019 Q3	$737K	Sell	8,688 -1,703	-16%	-$144K	0.29%	59
2019 Q2	$881K	Buy	10,391 +653	+7%	+$55K	0.37%	46
2019 Q1	$819K	Buy	9,738 +276	+3%	+$23.1K	0.38%	45
2018 Q4	$791K	Buy	+9,462	New	+$786K	0.35%	45
2014 Q4	–	Sell	-400	Closed	-$34K	–	127
2014 Q3	$34K	Buy	+400	New	+$33.8K	0.03%	107

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Twin Focus Capital Partners's SHY Position: Q1 2021 in Review

Twin Focus Capital Partners sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2021, closing a stake of 3,571 shares — an estimated $308K sold.

Twin Focus Capital Partners first reported a position in SHY in Q3 2014 and held it in 10 quarters. The position peaked at $881K in Q2 2019. 888 funds tracked by Wall St. Rank hold SHY as of Q1 2021.

Twin Focus Capital Partners reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
Twin Focus Capital Partners sold 3,571 iShares 1-3 Year Treasury Bond ETF shares in Q1 2021, an estimated $308K.
Twin Focus Capital Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2014 and held it in 10 quarters.
Twin Focus Capital Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $881K in Q2 2019.
888 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2021.

Based on Twin Focus Capital Partners's 13F filing for Q1 2021, filed 12 May 2021.