Better Money Decisions’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Better Money Decisions’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
2021 Q4	–	Sell	-111	Closed	-$10K	–	481
2021 Q3	$10K	Hold	111	–	–	0.01%	396
2021 Q2	$10K	Hold	111	–	–	0.01%	385
2021 Q1	$10K	Buy	+111	New	+$9.58K	0.01%	341

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

Forward Management San Francisco, California $907M AUM 0.46% 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

AssetMark Inc Concord, California $49B AUM 17.78% 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

Better Money Decisions's SHY Position: Q4 2021 in Review

Better Money Decisions sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2021, closing a stake of 111 shares — an estimated $10K sold.

Better Money Decisions first reported a position in SHY in Q1 2021 and held it in 3 quarters. The position peaked at $10K in Q3 2021. 915 funds tracked by Wall St. Rank hold SHY as of Q4 2021.

Better Money Decisions reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
Better Money Decisions sold 111 iShares 1-3 Year Treasury Bond ETF shares in Q4 2021, an estimated $10K.
Better Money Decisions first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2021 and held it in 3 quarters.
Better Money Decisions's iShares 1-3 Year Treasury Bond ETF position peaked at $10K in Q3 2021.
915 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2021.

Based on Better Money Decisions's 13F filing for Q4 2021, filed 14 Feb 2022.