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Barnett & Company’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Barnett & Company’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 		– Sell
-149
Closed -$13K – 228
2021
Q4 		$13K Buy
149
+140
+1,556% +$12K 0.01% 176
2021
Q3 		$1K Buy
+9
New +$776 ﹤0.01% 204

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
PI
PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return

Barnett & Company's SHY Position: Q1 2022 in Review

Barnett & Company sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2022, closing a stake of 149 shares — an estimated $13K sold.

Barnett & Company first reported a position in SHY in Q3 2021 and held it in 2 quarters. The position peaked at $13K in Q4 2021. 924 funds tracked by Wall St. Rank hold SHY as of Q1 2022.

  • Barnett & Company reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Barnett & Company sold 149 iShares 1-3 Year Treasury Bond ETF shares in Q1 2022, an estimated $13K.
  • Barnett & Company first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2021 and held it in 2 quarters.
  • Barnett & Company's iShares 1-3 Year Treasury Bond ETF position peaked at $13K in Q4 2021.
  • 924 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2022.

Based on Barnett & Company's 13F filing for Q1 2022, filed 28 Apr 2022.