Advisor Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$1.43M Buy
+17,249
New +$1.43M 0.1% 214
2022
Q1
Sell
-5,491
Closed -$470K 910
2021
Q4
$470K Buy
+5,491
New +$471K 0.03% 528

Other funds holding SHY

Advisor Partners's SHY Position: Q2 2022 in Review

Advisor Partners opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2022: 17,249 shares worth $1.43M. The stake represents 0.1% of the portfolio and ranks #214 among its holdings. This is a return to the name: Advisor Partners previously reported a position in SHY as recently as Q4 2021.

Advisor Partners first reported a position in SHY in Q4 2021 and has held it in 2 quarters since. 996 funds tracked by Wall St. Rank hold SHY as of Q2 2022.

  • Advisor Partners held 17,249 shares of iShares 1-3 Year Treasury Bond ETF worth $1.43M as of Q2 2022.
  • iShares 1-3 Year Treasury Bond ETF was a new Advisor Partners position in Q2 2022.
  • iShares 1-3 Year Treasury Bond ETF made up 0.1% of Advisor Partners's portfolio in Q2 2022, its #214 holding.
  • Advisor Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and has held it in 2 quarters since.
  • 996 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.