Beese Fulmer Investment Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Beese Fulmer Investment Management’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	-2,393	Closed	-$205K	–	245
2021 Q4	$205K	Sell	2,393 -250	-9%	-$21.4K	0.02%	235
2021 Q3	$228K	Hold	2,643	–	–	0.03%	210
2021 Q2	$228K	Sell	2,643 -2	-0.1%	-$173	0.03%	203
2021 Q1	$228K	Hold	2,645	–	–	0.03%	205
2020 Q4	$228K	Hold	2,645	–	–	0.03%	190
2020 Q3	$229K	Hold	2,645	–	–	0.03%	174
2020 Q2	$229K	Hold	2,645	–	–	0.03%	172
2020 Q1	$229K	Sell	2,645 -1,000	-27%	-$85.4K	0.04%	158
2019 Q4	$308K	Hold	3,645	–	–	0.04%	159
2019 Q3	$309K	Hold	3,645	–	–	0.05%	160
2019 Q2	$309K	Sell	3,645 -4,525	-55%	-$381K	0.06%	136
2019 Q1	$687K	Buy	+8,170	New	+$684K	0.14%	102
2018 Q3	–	Sell	-2,800	Closed	-$233K	–	198
2018 Q2	$233K	Hold	2,800	–	–	0.05%	164
2018 Q1	$234K	Hold	2,800	–	–	0.05%	156
2017 Q4	$235K	Sell	2,800 -2,100	-43%	-$177K	0.05%	166
2017 Q3	$414K	Buy	4,900 +310	+7%	+$26.2K	0.09%	115
2017 Q2	$388K	Hold	4,590	–	–	0.09%	117
2017 Q1	$388K	Sell	4,590 -475	-9%	-$40.1K	0.09%	116
2016 Q4	$428K	Hold	5,065	–	–	0.11%	114
2016 Q3	$431K	Hold	5,065	–	–	0.12%	111
2016 Q2	$432K	Hold	5,065	–	–	0.12%	108
2016 Q1	$431K	Buy	+5,065	New	+$430K	0.13%	107

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return

Beese Fulmer Investment Management's SHY Position: Q1 2022 in Review

Beese Fulmer Investment Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2022, closing a stake of 2,393 shares — an estimated $205K sold.

Beese Fulmer Investment Management first reported a position in SHY in Q1 2016 and held it in 22 quarters. The position peaked at $687K in Q1 2019. 924 funds tracked by Wall St. Rank hold SHY as of Q1 2022.

Beese Fulmer Investment Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
Beese Fulmer Investment Management sold 2,393 iShares 1-3 Year Treasury Bond ETF shares in Q1 2022, an estimated $205K.
Beese Fulmer Investment Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2016 and held it in 22 quarters.
Beese Fulmer Investment Management's iShares 1-3 Year Treasury Bond ETF position peaked at $687K in Q1 2019.
924 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2022.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2022, filed 12 Apr 2022.