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Wealthstreet Investment Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Wealthstreet Investment Advisors’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
Q2 		– Sell
-4,546
Closed -$392K – 280
2021
Q1 		$392K Buy
4,546
+1,718
+61% +$148K 0.04% 284
2020
Q4 		$244K Buy
2,828
+5
+0.2% +$432 0.02% 321
2020
Q3 		$244K Buy
+2,823
New +$244K 0.03% 297

Other funds holding SHY

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthstreet Investment Advisors's SHY Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2021, closing a stake of 4,546 shares — an estimated $392K sold.

Wealthstreet Investment Advisors first reported a position in SHY in Q3 2020 and held it in 3 quarters. The position peaked at $392K in Q1 2021. 837 funds tracked by Wall St. Rank hold SHY as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 4,546 iShares 1-3 Year Treasury Bond ETF shares in Q2 2021, an estimated $392K.
  • Wealthstreet Investment Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2020 and held it in 3 quarters.
  • Wealthstreet Investment Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $392K in Q1 2021.
  • 837 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.