Affinity Capital Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Affinity Capital Advisors’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	–	Sell	-4,591	Closed	-$377K	–	136
2023 Q1	$377K	Sell	4,591 -242	-5%	-$19.7K	0.12%	83
2022 Q4	$392K	Sell	4,833 -920	-16%	-$74.6K	0.13%	72
2022 Q3	$467K	Sell	5,753 -639	-10%	-$52.6K	0.16%	64
2022 Q2	$529K	Buy	6,392 +1,509	+31%	+$125K	0.18%	62
2022 Q1	$407K	Buy	4,883 +2,542	+109%	+$215K	0.13%	73
2021 Q4	$200K	Buy	2,341 +1	+0%	+$86	0.06%	120
2021 Q3	$202K	Sell	2,340 -116	-5%	-$10K	0.07%	116
2021 Q2	$212K	Buy	2,456 +1	+0%	+$86	0.07%	120
2021 Q1	$212K	Buy	+2,455	New	+$212K	0.08%	117
2020 Q3	–	Sell	-2,876	Closed	-$249K	–	108
2020 Q2	$249K	Buy	2,876 +1	+0%	+$87	0.16%	82
2020 Q1	$249K	Sell	2,875 -3,950	-58%	-$337K	0.18%	81
2019 Q4	$578K	Buy	+6,825	New	+$578K	0.38%	43

Other funds holding SHY

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Affinity Capital Advisors's SHY Position: Q2 2023 in Review

Affinity Capital Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2023, closing a stake of 4,591 shares — an estimated $377K sold.

Affinity Capital Advisors first reported a position in SHY in Q4 2019 and held it in 12 quarters. The position peaked at $578K in Q4 2019. 1,085 funds tracked by Wall St. Rank hold SHY as of Q2 2023.

Affinity Capital Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
Affinity Capital Advisors sold 4,591 iShares 1-3 Year Treasury Bond ETF shares in Q2 2023, an estimated $377K.
Affinity Capital Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and held it in 12 quarters.
Affinity Capital Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $578K in Q4 2019.
1,085 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2023.

Based on Affinity Capital Advisors's 13F filing for Q2 2023, filed 14 Jul 2023.