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

BDO Wealth 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 Q2	$129K	Sell	1,594 -25,377	-94%	-$2.07M	0.01%	307
2023 Q1	$2.22M	Buy	26,971 +49	+0.2%	+$3.99K	0.27%	78
2022 Q4	$2.19M	Sell	26,922 -12,631	-32%	-$1.02M	0.27%	78
2022 Q3	$3.21M	Buy	39,553 +10,694	+37%	+$880K	0.43%	45
2022 Q2	$2.39M	Buy	28,859 +27,576	+2,149%	+$2.29M	0.29%	69
2022 Q1	$107K	Sell	1,283 -21,484	-94%	-$1.82M	0.01%	332
2021 Q4	$1.95M	Buy	22,767 +18,249	+404%	+$1.57M	0.21%	87
2021 Q3	$389K	Buy	4,518 +2,370	+110%	+$204K	0.04%	204
2021 Q2	$185K	Hold	2,148	–	–	0.02%	299
2021 Q1	$185K	Buy	2,148 +557	+35%	+$48.1K	0.02%	300
2020 Q4	$137K	Sell	1,591 -3,162	-67%	-$273K	0.02%	266
2020 Q3	$411K	Buy	4,753 +2,250	+90%	+$195K	0.07%	146
2020 Q2	$217K	Sell	2,503 -18,257	-88%	-$1.58M	0.04%	208
2020 Q1	$1.8M	Buy	20,760 +18,155	+697%	+$1.55M	0.36%	54
2019 Q4	$220K	Sell	2,605 -2,490	-49%	-$211K	0.06%	185
2019 Q3	$432K	Sell	5,095 -1,060	-17%	-$89.8K	0.11%	124
2019 Q2	$522K	Buy	6,155 +10	+0.2%	+$842	0.14%	110
2019 Q1	$517K	Buy	6,145 +340	+6%	+$28.5K	0.15%	108
2018 Q4	$485K	Buy	5,805 +4,950	+579%	+$411K	0.17%	98
2018 Q3	$71K	Sell	855 -2,355	-73%	-$196K	0.02%	254
2018 Q2	$268K	Buy	3,210 +600	+23%	+$50K	0.09%	128
2018 Q1	$218K	Buy	+2,610	New	+$218K	0.08%	120
2017 Q4	–	Sell	-75	Closed	-$6K	–	493
2017 Q3	$6K	Sell	75 -45	-38%	-$3.81K	﹤0.01%	333
2017 Q2	$10K	Buy	+120	New	+$10.1K	﹤0.01%	379

Other funds holding SHY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

BDO Wealth Advisors's SHY Position: Q2 2023 in Review

BDO Wealth Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 94% in Q2 2023, selling an estimated $2.07M and leaving 1,594 shares worth $129K. The position accounts for 0.01% of the portfolio, ranked #307.

BDO Wealth Advisors first reported a position in SHY in Q2 2017 and has held it in 24 quarters since. The position peaked at $3.21M in Q3 2022. 1,085 funds tracked by Wall St. Rank hold SHY as of Q2 2023.

BDO Wealth Advisors held 1,594 shares of iShares 1-3 Year Treasury Bond ETF worth $129K as of Q2 2023.
BDO Wealth Advisors sold 25,377 iShares 1-3 Year Treasury Bond ETF shares in Q2 2023, an estimated $2.07M.
iShares 1-3 Year Treasury Bond ETF made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #307 holding.
BDO Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2017 and has held it in 24 quarters since.
BDO Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $3.21M in Q3 2022.
1,085 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.