Winslow Evans & Crocker’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Winslow Evans & Crocker’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	$169K	Buy	+1,956	New	+$169K	0.03%	355
2020 Q3	–	Sell	-262	Closed	-$23K	–	1144
2020 Q2	$23K	Sell	262 -1,476	-85%	-$128K	0.01%	588
2020 Q1	$152K	Buy	+1,738	New	+$148K	0.05%	270
2019 Q2	–	Sell	-4,548	Closed	-$384K	–	1321
2019 Q1	$384K	Sell	4,548 -4,914	-52%	-$411K	0.11%	194
2018 Q4	$792K	Buy	+9,462	New	+$786K	0.27%	84
2018 Q2	–	Sell	-4,508	Closed	-$377K	–	1162
2018 Q1	$377K	Buy	+4,508	New	+$377K	0.12%	172
2017 Q3	–	Sell	-184	Closed	-$15.5K	–	1237
2017 Q2	$15.5K	Hold	184	–	–	﹤0.01%	810
2017 Q1	$15.6K	Buy	+184	New	+$15.5K	﹤0.01%	792
2016 Q2	–	Sell	-23,562	Closed	-$2M	–	1306
2016 Q1	$2M	Buy	23,562 +13,242	+128%	+$1.12M	0.6%	40
2015 Q4	$871K	Sell	10,320 -51,702	-83%	-$4.38M	0.25%	91
2015 Q3	$5.27M	Buy	+62,022	New	+$5.26M	1.66%	9

Other funds holding SHY

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

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

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

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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Winslow Evans & Crocker's SHY Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2020: 1,956 shares worth $169K. The stake represents 0.03% of the portfolio and ranks #355 among its holdings. This is a return to the name: Winslow Evans & Crocker previously reported a position in SHY as recently as Q2 2020.

Winslow Evans & Crocker first reported a position in SHY in Q3 2015 and has held it in 11 quarters since. The position peaked at $5.27M in Q3 2015. 904 funds tracked by Wall St. Rank hold SHY as of Q4 2020.

Winslow Evans & Crocker held 1,956 shares of iShares 1-3 Year Treasury Bond ETF worth $169K as of Q4 2020.
iShares 1-3 Year Treasury Bond ETF was a new Winslow Evans & Crocker position in Q4 2020.
iShares 1-3 Year Treasury Bond ETF made up 0.03% of Winslow Evans & Crocker's portfolio in Q4 2020, its #355 holding.
Winslow Evans & Crocker first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2015 and has held it in 11 quarters since.
Winslow Evans & Crocker's iShares 1-3 Year Treasury Bond ETF position peaked at $5.27M in Q3 2015.
904 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.