Wealthspire Advisors (Maryland)’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Wealthspire Advisors (Maryland)’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 Q3	$3.9M	Buy	45,034 +42,428	+1,628%	+$3.67M	0.14%	82
2020 Q2	$226K	Buy	+2,606	New	+$226K	0.02%	396
2019 Q2	–	Sell	-1,648	Closed	-$139K	–	1740
2019 Q1	$139K	Hold	1,648	–	–	0.01%	536
2018 Q4	$138K	Hold	1,648	–	–	0.01%	508
2018 Q3	$137K	Hold	1,648	–	–	0.01%	568
2018 Q2	$137K	Sell	1,648 -200	-11%	-$16.7K	0.01%	583
2018 Q1	$154K	Hold	1,848	–	–	0.01%	555
2017 Q4	$155K	Buy	1,848 +158	+9%	+$13.3K	0.02%	569
2017 Q3	$143K	Hold	1,690	–	–	0.02%	583
2017 Q2	$143K	Buy	1,690 +200	+13%	+$16.9K	0.02%	561
2017 Q1	$126K	Hold	1,490	–	–	0.02%	516
2016 Q4	$126K	Hold	1,490	–	–	0.02%	501
2016 Q3	$127K	Hold	1,490	–	–	0.02%	504
2016 Q2	$127K	Hold	1,490	–	–	0.02%	483
2016 Q1	$127K	Sell	1,490 -880	-37%	-$74.6K	0.02%	472
2015 Q4	$200K	Buy	+2,370	New	+$201K	0.04%	359

Other funds holding SHY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SHY Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1,628% in Q3 2020, buying an estimated $3.67M and bringing the position to 45,034 shares worth $3.9M. The position accounts for 0.14% of the portfolio, ranked #82.

Wealthspire Advisors (Maryland) first reported a position in SHY in Q4 2015 and has held it in 16 quarters since. 855 funds tracked by Wall St. Rank hold SHY as of Q3 2020.

Wealthspire Advisors (Maryland) held 45,034 shares of iShares 1-3 Year Treasury Bond ETF worth $3.9M as of Q3 2020.
Wealthspire Advisors (Maryland) bought 42,428 iShares 1-3 Year Treasury Bond ETF shares in Q3 2020, an estimated $3.67M.
iShares 1-3 Year Treasury Bond ETF made up 0.14% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #82 holding.
Wealthspire Advisors (Maryland) first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2015 and has held it in 16 quarters since.
855 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.