Affinia Financial Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Affinia Financial Group’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
2023 Q2	$879K	Buy	10,863 +5,708	+111%	+$467K	0.61%	14
2023 Q1	$423K	Sell	5,155 -2,577	-33%	-$210K	0.31%	19
2022 Q4	$630K	Buy	7,732 +730	+10%	+$59.2K	0.54%	14
2022 Q3	$568K	Sell	7,002 -45,547	-87%	-$3.75M	0.64%	11
2022 Q2	$4.34M	Buy	52,549 +5,370	+11%	+$445K	3.65%	5
2022 Q1	$3.92M	Sell	47,179 -121,744	-72%	-$10.3M	3%	5
2021 Q4	$14.4M	Buy	168,923 +5,218	+3%	+$448K	9.34%	5
2021 Q3	$14.1M	Buy	163,705 +4,685	+3%	+$404K	8.98%	5
2021 Q2	$13.7M	Buy	159,020 +2,751	+2%	+$237K	8.27%	6
2021 Q1	$13.5M	Buy	156,269 +13,906	+10%	+$1.2M	8.4%	6
2020 Q4	$12.3M	Buy	142,363 +6,347	+5%	+$548K	8.55%	6
2020 Q3	$11.8M	Buy	136,016 +15,120	+13%	+$1.31M	8.28%	6
2020 Q2	$10.5M	Buy	120,896 +3,405	+3%	+$295K	8.64%	5
2020 Q1	$10.2M	Buy	117,491 +20,119	+21%	+$1.72M	9.45%	5
2019 Q4	$8.24M	Buy	+97,372	New	+$8.25M	5.38%	4

Other funds holding SHY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Affinia Financial Group's SHY Position: Q2 2023 in Review

Affinia Financial Group increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 111% in Q2 2023, buying an estimated $467K and bringing the position to 10,863 shares worth $879K. The position accounts for 0.61% of the portfolio, ranked #14.

Affinia Financial Group first reported a position in SHY in Q4 2019 and has held it in 15 quarters since. The position peaked at $14.4M in Q4 2021. 1,086 funds tracked by Wall St. Rank hold SHY as of Q2 2023.

Affinia Financial Group held 10,863 shares of iShares 1-3 Year Treasury Bond ETF worth $879K as of Q2 2023.
Affinia Financial Group bought 5,708 iShares 1-3 Year Treasury Bond ETF shares in Q2 2023, an estimated $467K.
iShares 1-3 Year Treasury Bond ETF made up 0.61% of Affinia Financial Group's portfolio in Q2 2023, its #14 holding.
Affinia Financial Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and has held it in 15 quarters since.
Affinia Financial Group's iShares 1-3 Year Treasury Bond ETF position peaked at $14.4M in Q4 2021.
1,086 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2023.

Based on Affinia Financial Group's 13F filing for Q2 2023, filed 8 Aug 2023.