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

WESPAC 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
2020
Q4 		– Sell
-9,077
Closed -$785K – 156
2020
Q3 		$785K Sell
9,077
-33,616
-79% -$2.91M 0.97% 41
2020
Q2 		$3.7M Buy
42,693
+10,897
+34% +$944K 4.2% 1
2020
Q1 		$2.76M Buy
31,796
+1,000
+3% +$85.4K 6.61% 1
2019
Q4 		$2.61M Sell
30,796
-1,954
-6% -$166K 2.55% 2
2019
Q3 		$2.78M Sell
32,750
-6,623
-17% -$561K 2.77% 3
2019
Q2 		$3.34M Buy
39,373
+19,903
+102% +$1.68M 2.49% 4
2019
Q1 		$1.64M Buy
+19,470
New +$1.63M 1.13% 34

Other funds holding SHY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WESPAC Advisors's SHY Position: Q4 2020 in Review

WESPAC Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2020, closing a stake of 9,077 shares — an estimated $785K sold.

WESPAC Advisors first reported a position in SHY in Q1 2019 and held it in 7 quarters. The position peaked at $3.7M in Q2 2020. 904 funds tracked by Wall St. Rank hold SHY as of Q4 2020.

  • WESPAC Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
  • WESPAC Advisors sold 9,077 iShares 1-3 Year Treasury Bond ETF shares in Q4 2020, an estimated $785K.
  • WESPAC Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2019 and held it in 7 quarters.
  • WESPAC Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $3.7M in Q2 2020.
  • 904 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2020.

Based on WESPAC Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.