Amplius Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Amplius Wealth 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	-2,765	Closed	-$227K	–	178
2023 Q1	$227K	Buy	+2,765	New	+$225K	0.03%	147
2022 Q4	–	Sell	-65,714	Closed	-$5.34M	–	186
2022 Q3	$5.34M	Sell	65,714 -34,105	-34%	-$2.81M	0.95%	24
2022 Q2	$8.26M	Buy	+99,819	New	+$8.28M	1.34%	23
2022 Q1	–	Sell	-13,440	Closed	-$1.15M	–	763
2021 Q4	$1.15M	Buy	+13,440	New	+$1.15M	0.16%	62

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

Amplius Wealth Advisors's SHY Position: Q2 2023 in Review

Amplius Wealth Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2023, closing a stake of 2,765 shares — an estimated $227K sold.

Amplius Wealth Advisors first reported a position in SHY in Q4 2021 and held it in 4 quarters. The position peaked at $8.26M in Q2 2022. 1,085 funds tracked by Wall St. Rank hold SHY as of Q2 2023.

Amplius Wealth Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
Amplius Wealth Advisors sold 2,765 iShares 1-3 Year Treasury Bond ETF shares in Q2 2023, an estimated $227K.
Amplius Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and held it in 4 quarters.
Amplius Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $8.26M in Q2 2022.
1,085 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2023.

Based on Amplius Wealth Advisors's 13F filing for Q2 2023, filed 26 Jul 2023.