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

Atlas Private 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 Q4	–	Sell	-8,378	Closed	-$678K	–	188
2023 Q3	$678K	Sell	8,378 -34,494	-80%	-$2.79M	0.13%	89
2023 Q2	$3.48M	Buy	42,872 +22,364	+109%	+$1.83M	0.7%	20
2023 Q1	$1.68M	Sell	20,508 -319	-2%	-$26K	0.78%	20
2022 Q4	$1.69M	Buy	+20,827	New	+$1.69M	0.9%	19
2021 Q4	–	Sell	-540	Closed	-$46K	–	601
2021 Q3	$46K	Sell	540 -270	-33%	-$23.3K	0.02%	245
2021 Q2	$70K	Sell	810 -99	-11%	-$8.54K	0.04%	198
2021 Q1	$78K	Hold	909	–	–	0.04%	188
2020 Q4	$79K	Buy	909 +135	+17%	+$11.7K	0.05%	174
2020 Q3	$67K	Buy	774 +65	+9%	+$5.62K	0.06%	173
2020 Q2	$61K	Buy	+709	New	+$61.4K	0.05%	182

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Atlas Private Wealth Advisors's SHY Position: Q4 2023 in Review

Atlas Private Wealth Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2023, closing a stake of 8,378 shares — an estimated $678K sold.

Atlas Private Wealth Advisors first reported a position in SHY in Q2 2020 and held it in 10 quarters. The position peaked at $3.48M in Q2 2023. 1,119 funds tracked by Wall St. Rank hold SHY as of Q4 2023.

Atlas Private Wealth Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
Atlas Private Wealth Advisors sold 8,378 iShares 1-3 Year Treasury Bond ETF shares in Q4 2023, an estimated $678K.
Atlas Private Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2020 and held it in 10 quarters.
Atlas Private Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $3.48M in Q2 2023.
1,119 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2023.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.