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USCA RIA’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

USCA RIA’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
-4,836
Closed -$418K – 515
2020
Q3 		$418K Buy
4,836
+1,980
+69% +$171K 0.03% 318
2020
Q2 		$247K Sell
2,856
-166
-5% -$14.4K 0.02% 380
2020
Q1 		$262K Sell
3,022
-712
-19% -$60.8K 0.03% 341
2019
Q4 		$316K Sell
3,734
-130
-3% -$11K 0.03% 384
2019
Q3 		$328K Buy
3,864
+284
+8% +$24.1K 0.03% 361
2019
Q2 		$304K Buy
3,580
+799
+29% +$67.3K 0.03% 362
2019
Q1 		$234K Buy
+2,781
New +$233K 0.03% 382
2018
Q4 		– Sell
-7,307
Closed -$607K – 468
2018
Q3 		$607K Buy
7,307
+677
+10% +$56.3K 0.06% 290
2018
Q2 		$553K Hold
6,630
– – 0.06% 283
2018
Q1 		$554K Hold
6,630
– – 0.06% 282
2017
Q4 		$556K Buy
6,630
+270
+4% +$22.7K 0.06% 280
2017
Q3 		$537K Hold
6,360
– – 0.07% 274
2017
Q2 		$537K Hold
6,360
– – 0.07% 275
2017
Q1 		$538K Hold
6,360
– – 0.08% 260
2016
Q4 		$537K Hold
6,360
– – 0.08% 242
2016
Q3 		$541K Sell
6,360
-1,250
-16% -$106K 0.09% 234
2016
Q2 		$649K Hold
7,610
– – 0.11% 196
2016
Q1 		$647K Buy
7,610
+750
+11% +$63.6K 0.12% 179
2015
Q4 		$579K Hold
6,860
– – 0.13% 183
2015
Q3 		$583K Hold
6,860
– – 0.15% 168
2015
Q2 		$582K Hold
6,860
– – 0.15% 165
2015
Q1 		$582K Sell
6,860
-124
-2% -$10.5K 0.16% 158
2014
Q4 		$590K Buy
6,984
+1
+0% +$85 0.16% 154
2014
Q3 		$590K Buy
+6,983
New +$590K 0.18% 146

Other funds holding SHY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

USCA RIA's SHY Position: Q4 2020 in Review

USCA RIA sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2020, closing a stake of 4,836 shares — an estimated $418K sold.

USCA RIA first reported a position in SHY in Q3 2014 and held it in 24 quarters. The position peaked at $649K in Q2 2016. 904 funds tracked by Wall St. Rank hold SHY as of Q4 2020.

  • USCA RIA reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
  • USCA RIA sold 4,836 iShares 1-3 Year Treasury Bond ETF shares in Q4 2020, an estimated $418K.
  • USCA RIA first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2014 and held it in 24 quarters.
  • USCA RIA's iShares 1-3 Year Treasury Bond ETF position peaked at $649K in Q2 2016.
  • 904 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2020.

Based on USCA RIA's 13F filing for Q4 2020, filed 27 Jan 2021.