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Wellesley Investment Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Wellesley Investment Partners’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 		$22M Buy
254,039
+2,806
+1% +$243K 7.51% 6
2020
Q2 		$21.8M Buy
251,233
+64,309
+34% +$5.57M 7.69% 6
2020
Q1 		$16.2M Buy
+186,924
New +$16M 6.44% 6

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
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
Wells Fargo
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
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

Wellesley Investment Partners's SHY Position: Q3 2020 in Review

Wellesley Investment Partners increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.1% in Q3 2020, buying an estimated $243K and bringing the position to 254,039 shares worth $22M. The position accounts for 7.51% of the portfolio, ranked #6.

Wellesley Investment Partners first reported a position in SHY in Q1 2020 and has held it in 3 quarters since. 855 funds tracked by Wall St. Rank hold SHY as of Q3 2020.

  • Wellesley Investment Partners held 254,039 shares of iShares 1-3 Year Treasury Bond ETF worth $22M as of Q3 2020.
  • Wellesley Investment Partners bought 2,806 iShares 1-3 Year Treasury Bond ETF shares in Q3 2020, an estimated $243K.
  • iShares 1-3 Year Treasury Bond ETF made up 7.51% of Wellesley Investment Partners's portfolio in Q3 2020, its #6 holding.
  • Wellesley Investment Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2020 and has held it in 3 quarters since.
  • 855 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2020.

Based on Wellesley Investment Partners's 13F filing for Q3 2020, filed 30 Oct 2020.