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

Accel 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 Q4	–	Sell	-178	Closed	-$15K	–	1088
2022 Q3	$15K	Hold	178	–	–	0.01%	638
2022 Q2	$15K	Hold	178	–	–	0.01%	613
2022 Q1	$15K	Sell	178 -38	-18%	-$3.21K	0.01%	625
2021 Q4	$18K	Buy	+216	New	+$18.5K	0.01%	593
2021 Q3	–	Sell	-216	Closed	-$19K	–	880
2021 Q2	$19K	Sell	216 -3	-1%	-$259	0.01%	564
2021 Q1	$19K	Hold	219	–	–	0.02%	530
2020 Q4	$19K	Buy	+219	New	+$18.9K	0.02%	509

Other funds holding SHY

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Accel Wealth Management's SHY Position: Q4 2022 in Review

Accel Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2022, closing a stake of 178 shares — an estimated $15K sold.

Accel Wealth Management first reported a position in SHY in Q4 2020 and held it in 7 quarters. The position peaked at $19K in Q2 2021. 1,110 funds tracked by Wall St. Rank hold SHY as of Q4 2022.

Accel Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
Accel Wealth Management sold 178 iShares 1-3 Year Treasury Bond ETF shares in Q4 2022, an estimated $15K.
Accel Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and held it in 7 quarters.
Accel Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $19K in Q2 2021.
1,110 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2022.

Based on Accel Wealth Management's 13F filing for Q4 2022, filed 26 Jan 2023.