3D/L Capital Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

3D/L Capital 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
2023 Q3	–	Sell	-4,878	Closed	-$395K	–	103
2023 Q2	$395K	Sell	4,878 -18,516	-79%	-$1.51M	0.11%	67
2023 Q1	$1.92M	Buy	+23,394	New	+$1.91M	0.51%	28

Other funds holding SHY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

3D/L Capital Management's SHY Position: Q3 2023 in Review

3D/L Capital Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2023, closing a stake of 4,878 shares — an estimated $395K sold.

3D/L Capital Management first reported a position in SHY in Q1 2023 and held it in 2 quarters. The position peaked at $1.92M in Q1 2023. 1,068 funds tracked by Wall St. Rank hold SHY as of Q3 2023.

3D/L Capital Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
3D/L Capital Management sold 4,878 iShares 1-3 Year Treasury Bond ETF shares in Q3 2023, an estimated $395K.
3D/L Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2023 and held it in 2 quarters.
3D/L Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $1.92M in Q1 2023.
1,068 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2023.

Based on 3D/L Capital Management's 13F filing for Q3 2023, filed 26 Oct 2023.