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

Allegheny 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 Q3	–	Sell	-3,086	Closed	-$250K	–	193
2023 Q2	$250K	Sell	3,086 -31,172	-91%	-$2.55M	0.12%	131
2023 Q1	$2.81M	Sell	34,258 -2,428	-7%	-$198K	1.14%	17
2022 Q4	$2.98M	Sell	36,686 -3,352	-8%	-$272K	1.24%	18
2022 Q3	$3.25M	Sell	40,038 -3,271	-8%	-$269K	1.53%	15
2022 Q2	$3.59M	Sell	43,309 -2,621	-6%	-$217K	1.67%	15
2022 Q1	$3.83M	Sell	45,930 -1,819	-4%	-$154K	1.62%	15
2021 Q4	$4.08M	Sell	47,749 -694	-1%	-$59.5K	1.63%	14
2021 Q3	$4.17M	Sell	48,443 -155	-0.3%	-$13.4K	1.91%	11
2021 Q2	$4.19M	Sell	48,598 -3,639	-7%	-$314K	1.89%	11
2021 Q1	$4.5M	Buy	52,237 +13,420	+35%	+$1.16M	3.3%	7
2020 Q4	$3.35M	Buy	+38,817	New	+$3.35M	1.8%	10

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Allegheny Financial Group's SHY Position: Q3 2023 in Review

Allegheny Financial Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2023, closing a stake of 3,086 shares — an estimated $250K sold.

Allegheny Financial Group first reported a position in SHY in Q4 2020 and held it in 11 quarters. The position peaked at $4.5M in Q1 2021. 1,068 funds tracked by Wall St. Rank hold SHY as of Q3 2023.

Allegheny Financial Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
Allegheny Financial Group sold 3,086 iShares 1-3 Year Treasury Bond ETF shares in Q3 2023, an estimated $250K.
Allegheny Financial Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and held it in 11 quarters.
Allegheny Financial Group's iShares 1-3 Year Treasury Bond ETF position peaked at $4.5M in Q1 2021.
1,068 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2023.

Based on Allegheny Financial Group's 13F filing for Q3 2023, filed 14 Nov 2023.