AJ Wealth Strategies’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
Other funds holding SHY
BL
AJ Wealth Strategies's SHY Position: Q2 2023 in Review
AJ Wealth Strategies increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 15% in Q2 2023, buying an estimated $57.6K and bringing the position to 5,329 shares worth $432K. The position accounts for 0.02% of the portfolio, ranked #195.
AJ Wealth Strategies first reported a position in SHY in Q4 2022 and has held it in 3 quarters since. 1,086 funds tracked by Wall St. Rank hold SHY as of Q2 2023.
- AJ Wealth Strategies held 5,329 shares of iShares 1-3 Year Treasury Bond ETF worth $432K as of Q2 2023.
- AJ Wealth Strategies bought 705 iShares 1-3 Year Treasury Bond ETF shares in Q2 2023, an estimated $57.6K.
- iShares 1-3 Year Treasury Bond ETF made up 0.02% of AJ Wealth Strategies's portfolio in Q2 2023, its #195 holding.
- AJ Wealth Strategies first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 3 quarters since.
- 1,086 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2023.
Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.