9258 Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

9258 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
2022 Q1	–	Sell	-5,247	Closed	-$449K	–	379
2021 Q4	$449K	Sell	5,247 -1,295	-20%	-$111K	0.1%	211
2021 Q3	$564K	Hold	6,542	–	–	0.15%	151
2021 Q2	$564K	Buy	6,542 +81	+1%	+$6.99K	0.15%	147
2021 Q1	$557K	Buy	6,461 +126	+2%	+$10.9K	0.17%	143
2020 Q4	$547K	Hold	6,335	–	–	0.18%	139
2020 Q3	$548K	Buy	6,335 +1,733	+38%	+$150K	0.21%	127
2020 Q2	$399K	Buy	4,602 +1,270	+38%	+$110K	0.16%	159
2020 Q1	$289K	Buy	+3,332	New	+$285K	0.13%	192

Other funds holding SHY

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

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

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

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

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

PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return

9258 Wealth Management's SHY Position: Q1 2022 in Review

9258 Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2022, closing a stake of 5,247 shares — an estimated $449K sold.

9258 Wealth Management first reported a position in SHY in Q1 2020 and held it in 8 quarters. The position peaked at $564K in Q3 2021. 924 funds tracked by Wall St. Rank hold SHY as of Q1 2022.

9258 Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
9258 Wealth Management sold 5,247 iShares 1-3 Year Treasury Bond ETF shares in Q1 2022, an estimated $449K.
9258 Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2020 and held it in 8 quarters.
9258 Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $564K in Q3 2021.
924 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2022.

Based on 9258 Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.