American Portfolios Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

American Portfolios 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
2022 Q3	$13.2M	Sell	161,939 -19,139	-11%	-$1.58M	0.56%	25
2022 Q2	$15M	Buy	181,078 +35,036	+24%	+$2.91M	0.62%	23
2022 Q1	$12.2M	Buy	146,042 +84,109	+136%	+$7.11M	0.42%	38
2021 Q4	$5.3M	Buy	61,933 +12,019	+24%	+$1.03M	0.18%	110
2021 Q3	$4.3M	Sell	49,914 -23,267	-32%	-$2.01M	0.16%	119
2021 Q2	$6.31M	Sell	73,181 -12,752	-15%	-$1.1M	0.24%	77
2021 Q1	$7.41M	Buy	85,933 +27,693	+48%	+$2.39M	0.32%	56
2020 Q4	$5.03M	Sell	58,240 -53,248	-48%	-$4.6M	0.26%	71
2020 Q3	$9.64M	Sell	111,488 -16,367	-13%	-$1.42M	0.56%	29
2020 Q2	$11.1M	Buy	127,855 +78,244	+158%	+$6.78M	0.72%	17
2020 Q1	$4.3M	Buy	49,611 +24,527	+98%	+$2.09M	0.36%	56
2019 Q4	$2.12M	Buy	25,084 +3,063	+14%	+$260K	0.15%	141
2019 Q3	$1.87M	Sell	22,021 -127,782	-85%	-$10.8M	0.15%	139
2019 Q2	$12.7M	Buy	149,803 +67,526	+82%	+$5.69M	1.07%	12
2019 Q1	$6.92M	Sell	82,277 -7,117	-8%	-$596K	0.65%	23
2018 Q4	$7.48M	Buy	89,394 +85,875	+2,440%	+$7.14M	0.92%	13
2018 Q3	$292K	Sell	3,519 -4,481	-56%	-$373K	0.03%	461
2018 Q2	$667K	Buy	8,000 +2,020	+34%	+$168K	0.09%	221
2018 Q1	$500K	Buy	5,980 +852	+17%	+$71.2K	0.07%	260
2017 Q4	$430K	Buy	+5,128	New	+$431K	0.07%	290

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

American Portfolios Advisors's SHY Position: Q3 2022 in Review

American Portfolios Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 11% in Q3 2022, selling an estimated $1.58M and leaving 161,939 shares worth $13.2M. The position accounts for 0.56% of the portfolio, ranked #25.

American Portfolios Advisors first reported a position in SHY in Q4 2017 and has held it in 20 quarters since. The position peaked at $15M in Q2 2022. 1,041 funds tracked by Wall St. Rank hold SHY as of Q3 2022.

American Portfolios Advisors held 161,939 shares of iShares 1-3 Year Treasury Bond ETF worth $13.2M as of Q3 2022.
American Portfolios Advisors sold 19,139 iShares 1-3 Year Treasury Bond ETF shares in Q3 2022, an estimated $1.58M.
iShares 1-3 Year Treasury Bond ETF made up 0.56% of American Portfolios Advisors's portfolio in Q3 2022, its #25 holding.
American Portfolios Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $15M in Q2 2022.
1,041 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.