Avalon Investment & Advisory’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
Other funds holding SHY
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Avalon Investment & Advisory's SHY Position: Q1 2023 in Review
Avalon Investment & Advisory opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2023: 3,692 shares worth $303K. The stake represents 0.01% of the portfolio and ranks #283 among its holdings. This is a return to the name: Avalon Investment & Advisory previously reported a position in SHY as recently as Q4 2019.
Avalon Investment & Advisory first reported a position in SHY in Q4 2019 and has held it in 2 quarters since. The position peaked at $355K in Q4 2019. 1,105 funds tracked by Wall St. Rank hold SHY as of Q1 2023.
- Avalon Investment & Advisory held 3,692 shares of iShares 1-3 Year Treasury Bond ETF worth $303K as of Q1 2023.
- iShares 1-3 Year Treasury Bond ETF was a new Avalon Investment & Advisory position in Q1 2023.
- iShares 1-3 Year Treasury Bond ETF made up 0.01% of Avalon Investment & Advisory's portfolio in Q1 2023, its #283 holding.
- Avalon Investment & Advisory first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and has held it in 2 quarters since.
- Avalon Investment & Advisory's iShares 1-3 Year Treasury Bond ETF position peaked at $355K in Q4 2019.
- 1,105 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2023.
Based on Avalon Investment & Advisory's 13F filing for Q1 2023, filed 15 May 2023.