B. Riley Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

B. Riley Wealth 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 Q2	$6.88M	Buy	89,655 +84,770	+1,735%	+$7.03M	8.05%	6
2022 Q1	$407K	Sell	4,885 -20,415	-81%	-$1.73M	0.03%	372
2021 Q4	$2.16M	Buy	25,300 +4,892	+24%	+$420K	0.15%	138
2021 Q3	$1.76M	Buy	+20,408	New	+$1.76M	0.14%	154
2021 Q2	–	Sell	-10,163	Closed	-$877K	–	462
2021 Q1	$877K	Buy	+10,163	New	+$877K	0.1%	167
2020 Q3	–	Sell	-39,595	Closed	-$3.43M	–	515
2020 Q2	$3.43M	Buy	39,595 +7,094	+22%	+$614K	0.38%	63
2020 Q1	$2.82M	Buy	32,501 +13,532	+71%	+$1.16M	0.3%	86
2019 Q4	$1.6M	Buy	18,969 +2,863	+18%	+$243K	0.24%	96
2019 Q3	$1.37M	Sell	16,106 -13,514	-46%	-$1.15M	0.24%	96
2019 Q2	$2.51K	Buy	29,620 +3,608	+14%	+$304K	0.39%	54
2019 Q1	$2.19M	Buy	26,012 +22,510	+643%	+$1.88M	0.38%	63
2018 Q4	$293K	Buy	+3,502	New	+$291K	0.06%	248
2015 Q3	–	Sell	-1,622	Closed	-$137K	–	642
2015 Q2	$137K	Buy	1,622 +450	+38%	+$38.2K	0.11%	225
2015 Q1	$99K	Hold	1,172	–	–	0.07%	289
2014 Q4	$98K	Buy	1,172 +607	+107%	+$51.4K	0.08%	273
2014 Q3	$47K	Sell	565 -44	-7%	-$3.72K	0.03%	425
2014 Q2	$51K	Sell	609 -46	-7%	-$3.89K	0.03%	462
2014 Q1	$55K	Buy	+655	New	+$55.3K	0.04%	424

Other funds holding SHY

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

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

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

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

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

B. Riley Wealth Management's SHY Position: Q2 2022 in Review

B. Riley Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1,735% in Q2 2022, buying an estimated $7.03M and bringing the position to 89,655 shares worth $6.88M. The position accounts for 8.05% of the portfolio, ranked #6.

B. Riley Wealth Management first reported a position in SHY in Q1 2014 and has held it in 18 quarters since. 995 funds tracked by Wall St. Rank hold SHY as of Q2 2022.

B. Riley Wealth Management held 89,655 shares of iShares 1-3 Year Treasury Bond ETF worth $6.88M as of Q2 2022.
B. Riley Wealth Management bought 84,770 iShares 1-3 Year Treasury Bond ETF shares in Q2 2022, an estimated $7.03M.
iShares 1-3 Year Treasury Bond ETF made up 8.05% of B. Riley Wealth Management's portfolio in Q2 2022, its #6 holding.
B. Riley Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2014 and has held it in 18 quarters since.
995 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.