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Windsor Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Windsor Wealth Management’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
Q1 		– Sell
-2,632
Closed -$223K – 190
2019
Q4 		$223K Sell
2,632
-1,024
-28% -$86.8K 0.08% 176
2019
Q3 		$310K Sell
3,656
-32
-0.9% -$2.71K 0.14% 144
2019
Q2 		$312K Buy
+3,688
New +$311K 0.14% 147

Other funds holding SHY

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $281M AUM 36.14% 1-Year Est. Return

Windsor Wealth Management's SHY Position: Q1 2020 in Review

Windsor Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2020, closing a stake of 2,632 shares — an estimated $223K sold.

Windsor Wealth Management first reported a position in SHY in Q2 2019 and held it in 3 quarters. The position peaked at $312K in Q2 2019. 804 funds tracked by Wall St. Rank hold SHY as of Q1 2020.

  • Windsor Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Windsor Wealth Management sold 2,632 iShares 1-3 Year Treasury Bond ETF shares in Q1 2020, an estimated $223K.
  • Windsor Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2019 and held it in 3 quarters.
  • Windsor Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $312K in Q2 2019.
  • 804 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2020.

Based on Windsor Wealth Management's 13F filing for Q1 2020, filed 13 Apr 2020.