Ballew Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Ballew Advisors’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	-5,791	Closed	-$474K	–	113
2022 Q4	$474K	Buy	+5,791	New	+$470K	0.36%	64
2021 Q4	–	Sell	-24,255	Closed	-$2.09M	–	132
2021 Q3	$2.09M	Sell	24,255 -2,576	-10%	-$222K	1.53%	13
2021 Q2	$2.31M	Sell	26,831 -31,091	-54%	-$2.68M	1.6%	15
2021 Q1	$4.99M	Buy	57,922 +24,770	+75%	+$2.14M	1.84%	12
2020 Q4	$2.86M	Buy	33,152 +12,507	+61%	+$1.08M	2.21%	11
2020 Q3	$1.78M	Buy	+20,645	New	+$1.79M	1.51%	17
2018 Q4	–	Sell	-2,261	Closed	-$188K	–	382
2018 Q3	$188K	Buy	2,261 +301	+15%	+$25K	0.17%	89
2018 Q2	$163K	Buy	1,960 +300	+18%	+$25K	0.18%	87
2018 Q1	$139K	Sell	1,660 -42,078	-96%	-$3.52M	0.12%	101
2017 Q4	$3.67M	Buy	+43,738	New	+$3.68M	3.64%	4

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

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

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Ballew Advisors's SHY Position: Q1 2023 in Review

Ballew Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2023, closing a stake of 5,791 shares — an estimated $474K sold.

Ballew Advisors first reported a position in SHY in Q4 2017 and held it in 10 quarters. The position peaked at $4.99M in Q1 2021. 1,105 funds tracked by Wall St. Rank hold SHY as of Q1 2023.

Ballew Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
Ballew Advisors sold 5,791 iShares 1-3 Year Treasury Bond ETF shares in Q1 2023, an estimated $474K.
Ballew Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2017 and held it in 10 quarters.
Ballew Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $4.99M in Q1 2021.
1,105 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2023.

Based on Ballew Advisors's 13F filing for Q1 2023, filed 6 Jul 2023.