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Acute Investment Advisory’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Acute Investment Advisory’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
-176,850
Closed -$14.4M – 24
2022
Q3 		$14.4M Buy
+176,850
New +$14.6M 10.31% 3
2022
Q2 		– Sell
-222,750
Closed -$18.6M – 38
2022
Q1 		$18.6M Buy
222,750
+207,917
+1,402% +$17.6M 13.86% 1
2021
Q4 		$1.27M Buy
+14,833
New +$1.27M 0.93% 33

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
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
BlackRock New York $5.72T AUM 30.48% 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
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Acute Investment Advisory's SHY Position: Q4 2022 in Review

Acute Investment Advisory sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2022, closing a stake of 176,850 shares — an estimated $14.4M sold.

Acute Investment Advisory first reported a position in SHY in Q4 2021 and held it in 3 quarters. The position peaked at $18.6M in Q1 2022. 1,110 funds tracked by Wall St. Rank hold SHY as of Q4 2022.

  • Acute Investment Advisory reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Acute Investment Advisory sold 176,850 iShares 1-3 Year Treasury Bond ETF shares in Q4 2022, an estimated $14.4M.
  • Acute Investment Advisory first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and held it in 3 quarters.
  • Acute Investment Advisory's iShares 1-3 Year Treasury Bond ETF position peaked at $18.6M in Q1 2022.
  • 1,110 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2022.

Based on Acute Investment Advisory's 13F filing for Q4 2022, filed 18 Jan 2023.