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

Unio Capital’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	-19,086	Closed	-$1.65M	–	57
2020 Q4	$1.65M	Sell	19,086 -4,982	-21%	-$430K	0.81%	24
2020 Q3	$2.08M	Buy	24,068 +7,604	+46%	+$658K	1.13%	22
2020 Q2	$1.43M	Sell	16,464 -854	-5%	-$74K	0.86%	23
2020 Q1	$1.5M	Buy	17,318 +2,494	+17%	+$213K	1.06%	22
2019 Q4	$1.25M	Buy	14,824 +627	+4%	+$53.1K	0.74%	21
2019 Q3	$1.2M	Sell	14,197 -840	-6%	-$71.2K	0.77%	23
2019 Q2	$1.27M	Buy	+15,037	New	+$1.27M	0.79%	22

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

Unio Capital's SHY Position: Q1 2021 in Review

Unio Capital sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2021, closing a stake of 19,086 shares — an estimated $1.65M sold.

Unio Capital first reported a position in SHY in Q2 2019 and held it in 7 quarters. The position peaked at $2.08M in Q3 2020. 888 funds tracked by Wall St. Rank hold SHY as of Q1 2021.

Unio Capital reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
Unio Capital sold 19,086 iShares 1-3 Year Treasury Bond ETF shares in Q1 2021, an estimated $1.65M.
Unio Capital first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2019 and held it in 7 quarters.
Unio Capital's iShares 1-3 Year Treasury Bond ETF position peaked at $2.08M in Q3 2020.
888 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2021.

Based on Unio Capital's 13F filing for Q1 2021, filed 17 May 2021.