Balboa Wealth Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-2,499
Closed -$203K 322
2022
Q4
$203K Sell
2,499
-795
-24% -$64.5K 0.09% 209
2022
Q3
$267K Buy
+3,294
New +$271K 0.12% 154

Other funds holding SHY

Balboa Wealth Partners's SHY Position: Q1 2023 in Review

Balboa Wealth Partners sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2023, closing a stake of 2,499 shares — an estimated $203K sold.

Balboa Wealth Partners first reported a position in SHY in Q3 2022 and held it in 2 quarters. The position peaked at $267K in Q3 2022. 1,105 funds tracked by Wall St. Rank hold SHY as of Q1 2023.

  • Balboa Wealth Partners reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Balboa Wealth Partners sold 2,499 iShares 1-3 Year Treasury Bond ETF shares in Q1 2023, an estimated $203K.
  • Balboa Wealth Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2022 and held it in 2 quarters.
  • Balboa Wealth Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $267K in Q3 2022.
  • 1,105 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2023.

Based on Balboa Wealth Partners's 13F filing for Q1 2023, filed 12 May 2023.