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Arcadia Wealth Management (New Hampshire)’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Arcadia Wealth Management (New Hampshire)’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
-9,712
Closed -$798K – 65
2023
Q1 		$798K Sell
9,712
-1,123
-10% -$91.5K 0.66% 26
2022
Q4 		$879K Buy
+10,835
New +$879K 0.77% 25

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Bank of America
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BL
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Arcadia Wealth Management (New Hampshire)'s SHY Position: Q2 2023 in Review

Arcadia Wealth Management (New Hampshire) sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2023, closing a stake of 9,712 shares — an estimated $798K sold.

Arcadia Wealth Management (New Hampshire) first reported a position in SHY in Q4 2022 and held it in 2 quarters. The position peaked at $879K in Q4 2022. 1,085 funds tracked by Wall St. Rank hold SHY as of Q2 2023.

  • Arcadia Wealth Management (New Hampshire) reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Arcadia Wealth Management (New Hampshire) sold 9,712 iShares 1-3 Year Treasury Bond ETF shares in Q2 2023, an estimated $798K.
  • Arcadia Wealth Management (New Hampshire) first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and held it in 2 quarters.
  • Arcadia Wealth Management (New Hampshire)'s iShares 1-3 Year Treasury Bond ETF position peaked at $879K in Q4 2022.
  • 1,085 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2023.

Based on Arcadia Wealth Management (New Hampshire)'s 13F filing for Q2 2023, filed 14 Aug 2023.