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

Azimuth 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
2022 Q1	$567K	Buy	6,806 +485	+8%	+$41K	0.02%	245
2021 Q4	$541K	Sell	6,321 -2,000	-24%	-$172K	0.02%	253
2021 Q3	$717K	Hold	8,321	–	–	0.03%	239
2021 Q2	$717K	Buy	8,321 +151	+2%	+$13K	0.03%	243
2021 Q1	$705K	Sell	8,170 -200	-2%	-$17.3K	0.03%	240
2020 Q4	$723K	Buy	+8,370	New	+$723K	0.04%	234

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return

Azimuth Capital Management's SHY Position: Q1 2022 in Review

Azimuth Capital Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 7.7% in Q1 2022, buying an estimated $41K and bringing the position to 6,806 shares worth $567K. The position accounts for 0.02% of the portfolio, ranked #245.

Azimuth Capital Management first reported a position in SHY in Q4 2020 and has held it in 6 quarters since. The position peaked at $723K in Q4 2020. 924 funds tracked by Wall St. Rank hold SHY as of Q1 2022.

Azimuth Capital Management held 6,806 shares of iShares 1-3 Year Treasury Bond ETF worth $567K as of Q1 2022.
Azimuth Capital Management bought 485 iShares 1-3 Year Treasury Bond ETF shares in Q1 2022, an estimated $41K.
iShares 1-3 Year Treasury Bond ETF made up 0.02% of Azimuth Capital Management's portfolio in Q1 2022, its #245 holding.
Azimuth Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and has held it in 6 quarters since.
Azimuth Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $723K in Q4 2020.
924 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2022.

Based on Azimuth Capital Management's 13F filing for Q1 2022, filed 13 May 2022.