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VCU Investment Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

VCU Investment 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
-441,365
Closed -$38.2M – 10
2020
Q3 		$38.2M Hold
441,365
– – 18.31% 2
2020
Q2 		$38.2M Sell
441,365
-889,849
-67% -$77.1M 19.47% 2
2020
Q1 		$115M Buy
1,331,214
+5,486
+0.4% +$469K 44.55% 1
2019
Q4 		$112M Sell
1,325,728
-53,130
-4% -$4.5M 25.7% 2
2019
Q3 		$117M Sell
1,378,858
-144,770
-10% -$12.3M 29.5% 2
2019
Q2 		$129M Sell
1,523,628
-59,458
-4% -$5.01M 33.38% 2
2019
Q1 		$133M Sell
1,583,086
-68,862
-4% -$5.77M 32.28% 2
2018
Q4 		$138M Sell
1,651,948
-290,613
-15% -$24.2M 35.52% 1
2018
Q3 		$161M Buy
1,942,561
+1,407,186
+263% +$117M 37.09% 1
2018
Q2 		$44.6M Hold
535,375
– – 13.34% 3
2018
Q1 		$44.7M Sell
535,375
-97,708
-15% -$8.16M 10.77% 5
2017
Q4 		$53.1M Buy
+633,083
New +$53.3M 13.01% 6
2017
Q3 		– Sell
-962,167
Closed -$81.3M – 9
2017
Q2 		$81.3M Buy
962,167
+156,198
+19% +$13.2M 17.21% 2
2017
Q1 		$68.1M Sell
805,969
-48,221
-6% -$4.07M 17.55% 4
2016
Q4 		$72.1M Buy
+854,190
New +$72.3M 17.66% 3

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

VCU Investment Management's SHY Position: Q4 2020 in Review

VCU Investment Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2020, closing a stake of 441,365 shares — an estimated $38.2M sold.

VCU Investment Management first reported a position in SHY in Q4 2016 and held it in 15 quarters. The position peaked at $161M in Q3 2018. 904 funds tracked by Wall St. Rank hold SHY as of Q4 2020.

  • VCU Investment Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
  • VCU Investment Management sold 441,365 iShares 1-3 Year Treasury Bond ETF shares in Q4 2020, an estimated $38.2M.
  • VCU Investment Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2016 and held it in 15 quarters.
  • VCU Investment Management's iShares 1-3 Year Treasury Bond ETF position peaked at $161M in Q3 2018.
  • 904 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2020.

Based on VCU Investment Management's 13F filing for Q4 2020, filed 27 Jan 2021.