VCS
SHY icon

Vaughan & Co Securities’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Vaughan & Co Securities’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 		– Sell
-500
Closed -$43.3K – 136
2020
Q1 		$43.3K Hold
500
– – 0.06% 88
2019
Q4 		$42.3K Buy
+500
New +$42.4K 0.04% 97

Other funds holding SHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
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

Vaughan & Co Securities's SHY Position: Q2 2020 in Review

Vaughan & Co Securities sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2020, closing a stake of 500 shares — an estimated $43.3K sold.

Vaughan & Co Securities first reported a position in SHY in Q4 2019 and held it in 2 quarters. The position peaked at $43.3K in Q1 2020. 847 funds tracked by Wall St. Rank hold SHY as of Q2 2020.

  • Vaughan & Co Securities reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Vaughan & Co Securities sold 500 iShares 1-3 Year Treasury Bond ETF shares in Q2 2020, an estimated $43.3K.
  • Vaughan & Co Securities first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and held it in 2 quarters.
  • Vaughan & Co Securities's iShares 1-3 Year Treasury Bond ETF position peaked at $43.3K in Q1 2020.
  • 847 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2020.

Based on Vaughan & Co Securities's 13F filing for Q2 2020, filed 10 May 2021.