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Axim Planning & Wealth’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Axim Planning & Wealth’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
Q1 		– Sell
-7,214
Closed -$586K – 28
2022
Q4 		$586K Buy
+7,214
New +$585K 0.6% 15

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JP Morgan Chase
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Axim Planning & Wealth's SHY Position: Q1 2023 in Review

Axim Planning & Wealth sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2023, closing a stake of 7,214 shares — an estimated $586K sold.

Axim Planning & Wealth first reported a position in SHY in Q4 2022 and held it in 1 quarter. The position peaked at $586K in Q4 2022. 1,106 funds tracked by Wall St. Rank hold SHY as of Q1 2023.

  • Axim Planning & Wealth reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Axim Planning & Wealth sold 7,214 iShares 1-3 Year Treasury Bond ETF shares in Q1 2023, an estimated $586K.
  • Axim Planning & Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and held it in 1 quarter.
  • Axim Planning & Wealth's iShares 1-3 Year Treasury Bond ETF position peaked at $586K in Q4 2022.
  • 1,106 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2023.

Based on Axim Planning & Wealth's 13F filing for Q1 2023, filed 27 Apr 2023.