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Wealth Quarterback’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Wealth Quarterback’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
Q3 		$1K Hold
1
– – ﹤0.01% 805
2021
Q2 		$1K Buy
+1
New +$86 ﹤0.01% 819
2020
Q2 		– Sell
-61
Closed -$5.29K – 651
2020
Q1 		$5.29K Hold
61
– – ﹤0.01% 607
2019
Q4 		$5.16K Buy
+61
New +$5.17K ﹤0.01% 629

Other funds holding SHY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
FM
Forward Management San Francisco, California $907M AUM 0.46% 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
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PI
PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return

Wealth Quarterback's SHY Position: Q3 2021 in Review

Wealth Quarterback held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q3 2021 at 1 share worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #805.

Wealth Quarterback first reported a position in SHY in Q4 2019 and has held it in 4 quarters since. The position peaked at $5.29K in Q1 2020. 835 funds tracked by Wall St. Rank hold SHY as of Q3 2021.

  • Wealth Quarterback held 1 share of iShares 1-3 Year Treasury Bond ETF worth $1K as of Q3 2021.
  • Wealth Quarterback left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q3 2021.
  • iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Wealth Quarterback's portfolio in Q3 2021, its #805 holding.
  • Wealth Quarterback first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's iShares 1-3 Year Treasury Bond ETF position peaked at $5.29K in Q1 2020.
  • 835 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.