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Baron Financial Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Baron Financial Group’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 		– Sell
-96
Closed -$7.96K – 210
2022
Q1 		$8.01K Hold
96
– – ﹤0.01% 170
2021
Q4 		$8.22K Hold
96
– – ﹤0.01% 172
2021
Q3 		$8.28K Hold
96
– – 0.01% 174
2021
Q2 		$8.28K Hold
96
– – 0.01% 177
2021
Q1 		$8.29K Hold
96
– – 0.01% 178
2020
Q4 		$8.3K Hold
96
– – 0.01% 184
2020
Q3 		$8.32K Buy
+96
New +$8.31K 0.01% 185

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Baron Financial Group's SHY Position: Q2 2022 in Review

Baron Financial Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2022, closing a stake of 96 shares — an estimated $7.96K sold.

Baron Financial Group first reported a position in SHY in Q3 2020 and held it in 7 quarters. The position peaked at $8.32K in Q3 2020. 995 funds tracked by Wall St. Rank hold SHY as of Q2 2022.

  • Baron Financial Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Baron Financial Group sold 96 iShares 1-3 Year Treasury Bond ETF shares in Q2 2022, an estimated $7.96K.
  • Baron Financial Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2020 and held it in 7 quarters.
  • Baron Financial Group's iShares 1-3 Year Treasury Bond ETF position peaked at $8.32K in Q3 2020.
  • 995 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2022.

Based on Baron Financial Group's 13F filing for Q2 2022, filed 11 Aug 2022.