ZB
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Zions Bancorporation’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Zions Bancorporation’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
-7,972
Closed -$690K – 1020
2020
Q3 		$690K Buy
7,972
+2,080
+35% +$180K 0.1% 90
2020
Q2 		$510K Buy
+5,892
New +$510K 0.07% 102
2019
Q2 		– Sell
-128
Closed -$11K – 965
2019
Q1 		$11K Buy
+128
New +$10.7K ﹤0.01% 676
2018
Q2 		– Sell
-8,725
Closed -$729K – 665
2018
Q1 		$729K Sell
8,725
-4,641
-35% -$388K 0.16% 55
2017
Q4 		$1.12M Sell
13,366
-6,438
-33% -$542K 0.19% 52
2017
Q3 		$1.67M Sell
19,804
-989
-5% -$83.6K 0.24% 58
2017
Q2 		$1.76M Sell
20,793
-989
-5% -$83.6K 0.3% 45
2017
Q1 		$1.84M Sell
21,782
-62,034
-74% -$5.24M 0.35% 35
2016
Q4 		$7.08M Buy
83,816
+67,970
+429% +$5.75M 1.25% 17
2016
Q3 		$1.35M Sell
15,846
-8,877
-36% -$755K 0.26% 59
2016
Q2 		$2.11M Buy
24,723
+1,130
+5% +$96K 0.37% 38
2016
Q1 		$2.01M Sell
23,593
-522
-2% -$44.3K 0.36% 37
2015
Q4 		$2.03M Sell
24,115
-163
-0.7% -$13.8K 0.36% 39
2015
Q3 		$2.06M Sell
24,278
-14,492
-37% -$1.23M 0.38% 36
2015
Q2 		$3.29M Sell
38,770
-544
-1% -$46.1K 0.53% 29
2015
Q1 		$3.34M Buy
+39,314
New +$3.33M 0.57% 26

Other funds holding SHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Zions Bancorporation's SHY Position: Q4 2020 in Review

Zions Bancorporation sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2020, closing a stake of 7,972 shares — an estimated $690K sold.

Zions Bancorporation first reported a position in SHY in Q1 2015 and held it in 16 quarters. The position peaked at $7.08M in Q4 2016. 904 funds tracked by Wall St. Rank hold SHY as of Q4 2020.

  • Zions Bancorporation reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Zions Bancorporation sold 7,972 iShares 1-3 Year Treasury Bond ETF shares in Q4 2020, an estimated $690K.
  • Zions Bancorporation first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2015 and held it in 16 quarters.
  • Zions Bancorporation's iShares 1-3 Year Treasury Bond ETF position peaked at $7.08M in Q4 2016.
  • 904 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2020.

Based on Zions Bancorporation's 13F filing for Q4 2020, filed 12 Feb 2021.