WU
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Wealthsimple US’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Wealthsimple US’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
-15,430
Closed -$1.34M – 35
2020
Q1 		$1.34M Buy
+15,430
New +$1.32M 1.17% 17

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

Wealthsimple US's SHY Position: Q2 2020 in Review

Wealthsimple US sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2020, closing a stake of 15,430 shares — an estimated $1.34M sold.

Wealthsimple US first reported a position in SHY in Q1 2020 and held it in 1 quarter. The position peaked at $1.34M in Q1 2020. 847 funds tracked by Wall St. Rank hold SHY as of Q2 2020.

  • Wealthsimple US reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Wealthsimple US sold 15,430 iShares 1-3 Year Treasury Bond ETF shares in Q2 2020, an estimated $1.34M.
  • Wealthsimple US first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2020 and held it in 1 quarter.
  • Wealthsimple US's iShares 1-3 Year Treasury Bond ETF position peaked at $1.34M in Q1 2020.
  • 847 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2020.

Based on Wealthsimple US's 13F filing for Q2 2020, filed 8 Jul 2020.