Bedel Financial Consulting’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bedel Financial Consulting’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	-159	Closed	-$13K	–	764
2022 Q1	$13K	Hold	159	–	–	﹤0.01%	621
2021 Q4	$14K	Sell	159 -25	-14%	-$2.15K	﹤0.01%	633
2021 Q3	$16K	Buy	184 +25	+16%	+$2.15K	0.01%	589
2021 Q2	$14K	Hold	159	–	–	﹤0.01%	616
2021 Q1	$14K	Hold	159	–	–	0.01%	582
2020 Q4	$14K	Sell	159 -32	-17%	-$2.77K	0.01%	505
2020 Q3	$17K	Hold	191	–	–	0.01%	447
2020 Q2	$17K	Hold	191	–	–	0.01%	427
2020 Q1	$17K	Buy	191 +90	+89%	+$7.69K	0.01%	406
2019 Q4	$9K	Hold	101	–	–	0.01%	527
2019 Q3	$9K	Hold	101	–	–	0.01%	505
2019 Q2	$9K	Hold	101	–	–	0.01%	510
2019 Q1	$8K	Hold	101	–	–	0.01%	525
2018 Q4	$8K	Hold	101	–	–	0.01%	495
2018 Q3	$8K	Hold	101	–	–	0.01%	510
2018 Q2	$8K	Hold	101	–	–	0.01%	508
2018 Q1	$8K	Buy	+101	New	+$8.44K	0.01%	502

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bedel Financial Consulting's SHY Position: Q2 2022 in Review

Bedel Financial Consulting sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2022, closing a stake of 159 shares — an estimated $13K sold.

Bedel Financial Consulting first reported a position in SHY in Q1 2018 and held it in 17 quarters. The position peaked at $17K in Q3 2020. 995 funds tracked by Wall St. Rank hold SHY as of Q2 2022.

Bedel Financial Consulting reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 159 iShares 1-3 Year Treasury Bond ETF shares in Q2 2022, an estimated $13K.
Bedel Financial Consulting first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's iShares 1-3 Year Treasury Bond ETF position peaked at $17K in Q3 2020.
995 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.