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

Aevitas 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 		$19.2M Buy
+236,956
New +$19.2M 11.38% 1

Other funds holding SHY

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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

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

Aevitas Wealth Management opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2022: 236,956 shares worth $19.2M. The stake represents 11.38% of the portfolio and ranks #1 among its holdings.

1,110 funds tracked by Wall St. Rank hold SHY as of Q4 2022.

  • Aevitas Wealth Management held 236,956 shares of iShares 1-3 Year Treasury Bond ETF worth $19.2M as of Q4 2022.
  • iShares 1-3 Year Treasury Bond ETF was a new Aevitas Wealth Management position in Q4 2022.
  • iShares 1-3 Year Treasury Bond ETF made up 11.38% of Aevitas Wealth Management's portfolio in Q4 2022, its #1 holding.
  • 1,110 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.