Antonetti Capital Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Antonetti Capital Management’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	$471K	Sell	5,820 -1,920	-25%	-$155K	0.74%	22
2023 Q2	$628K	Sell	7,740 -200	-3%	-$16.4K	0.9%	16
2023 Q1	$652K	Hold	7,940	–	–	0.95%	16
2022 Q4	$644K	Sell	7,940 -4,200	-35%	-$341K	0.88%	19
2022 Q3	$986K	Hold	12,140	–	–	1.14%	16
2022 Q2	$1M	Sell	12,140 -1,500	-11%	-$124K	1.06%	16
2022 Q1	$1.14M	Buy	13,640 +1,200	+10%	+$101K	1.07%	18
2021 Q4	$1.06M	Sell	12,440 -2,832	-19%	-$243K	0.83%	22
2021 Q3	$1.32M	Buy	+15,272	New	+$1.32M	1.07%	20
2014 Q3	$1.91M	Sell	22,537 -14,078	-38%	-$1.19M	3.34%	10
2014 Q2	$3.1M	Buy	36,615 +434	+1%	+$36.7K	2.42%	15
2014 Q1	$3.06M	Buy	36,181 +31,918	+749%	+$2.7M	2.67%	14
2013 Q4	$360K	Sell	4,263 -222	-5%	-$18.8K	0.33%	36
2013 Q3	$379K	Buy	4,485 +788	+21%	+$66.4K	0.38%	40
2013 Q2	$312K	Buy	+3,697	New	+$312K	0.34%	49

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Antonetti Capital Management's SHY Position: Q3 2023 in Review

Antonetti Capital Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 25% in Q3 2023, selling an estimated $155K and leaving 5,820 shares worth $471K. The position accounts for 0.74% of the portfolio, ranked #22.

Antonetti Capital Management first reported a position in SHY in Q2 2013 and has held it in 15 quarters since. The position peaked at $3.1M in Q2 2014. 1,068 funds tracked by Wall St. Rank hold SHY as of Q3 2023.

Antonetti Capital Management held 5,820 shares of iShares 1-3 Year Treasury Bond ETF worth $471K as of Q3 2023.
Antonetti Capital Management sold 1,920 iShares 1-3 Year Treasury Bond ETF shares in Q3 2023, an estimated $155K.
iShares 1-3 Year Treasury Bond ETF made up 0.74% of Antonetti Capital Management's portfolio in Q3 2023, its #22 holding.
Antonetti Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and has held it in 15 quarters since.
Antonetti Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $3.1M in Q2 2014.
1,068 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2023.

Based on Antonetti Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.