Bickling Financial Services’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bickling Financial Services’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	-2,949	Closed	-$246K	–	131
2022 Q1	$246K	Sell	2,949 -550	-16%	-$46.5K	0.13%	114
2021 Q4	$299K	Sell	3,499 -1,089	-24%	-$93.4K	0.15%	102
2021 Q3	$395K	Sell	4,588 -419	-8%	-$36.1K	0.2%	78
2021 Q2	$431K	Sell	5,007 -3,462	-41%	-$299K	0.19%	74
2021 Q1	$730K	Sell	8,469 -665	-7%	-$57.4K	0.37%	52
2020 Q4	$789K	Buy	+9,134	New	+$789K	0.49%	42

Other funds holding SHY

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Bickling Financial Services's SHY Position: Q2 2022 in Review

Bickling Financial Services sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2022, closing a stake of 2,949 shares — an estimated $246K sold.

Bickling Financial Services first reported a position in SHY in Q4 2020 and held it in 6 quarters. The position peaked at $789K in Q4 2020. 995 funds tracked by Wall St. Rank hold SHY as of Q2 2022.

Bickling Financial Services reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
Bickling Financial Services sold 2,949 iShares 1-3 Year Treasury Bond ETF shares in Q2 2022, an estimated $246K.
Bickling Financial Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and held it in 6 quarters.
Bickling Financial Services's iShares 1-3 Year Treasury Bond ETF position peaked at $789K in Q4 2020.
995 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2022.

Based on Bickling Financial Services's 13F filing for Q2 2022, filed 12 Aug 2022.