UWM
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USAdvisors Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

USAdvisors Wealth Management’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
Q4 		– Sell
-44,846
Closed -$3.88K – 90
2020
Q3 		$3.88K Sell
44,846
-831
-2% -$71.9K 0.61% 19
2020
Q2 		$3.96M Buy
+45,677
New +$3.96M 2.1% 16

Other funds holding SHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

USAdvisors Wealth Management's SHY Position: Q4 2020 in Review

USAdvisors Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2020, closing a stake of 44,846 shares — an estimated $3.88K sold.

USAdvisors Wealth Management first reported a position in SHY in Q2 2020 and held it in 2 quarters. The position peaked at $3.96M in Q2 2020. 904 funds tracked by Wall St. Rank hold SHY as of Q4 2020.

  • USAdvisors Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
  • USAdvisors Wealth Management sold 44,846 iShares 1-3 Year Treasury Bond ETF shares in Q4 2020, an estimated $3.88K.
  • USAdvisors Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2020 and held it in 2 quarters.
  • USAdvisors Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $3.96M in Q2 2020.
  • 904 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2020.

Based on USAdvisors Wealth Management's 13F filing for Q4 2020, filed 11 Feb 2021.