Blackston Financial Advisory Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Blackston Financial Advisory Group’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 Q3	–	Sell	-8,895	Closed	-$721K	–	95
2023 Q2	$721K	Buy	8,895 +170	+2%	+$13.9K	0.52%	28
2023 Q1	$717K	Buy	8,725 +1,052	+14%	+$85.8K	0.54%	28
2022 Q4	$623K	Buy	7,673 +759	+11%	+$61.6K	0.45%	36
2022 Q3	$560K	Buy	+6,914	New	+$569K	0.39%	41

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Blackston Financial Advisory Group's SHY Position: Q3 2023 in Review

Blackston Financial Advisory Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2023, closing a stake of 8,895 shares — an estimated $721K sold.

Blackston Financial Advisory Group first reported a position in SHY in Q3 2022 and held it in 4 quarters. The position peaked at $721K in Q2 2023. 1,068 funds tracked by Wall St. Rank hold SHY as of Q3 2023.

Blackston Financial Advisory Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
Blackston Financial Advisory Group sold 8,895 iShares 1-3 Year Treasury Bond ETF shares in Q3 2023, an estimated $721K.
Blackston Financial Advisory Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2022 and held it in 4 quarters.
Blackston Financial Advisory Group's iShares 1-3 Year Treasury Bond ETF position peaked at $721K in Q2 2023.
1,068 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2023.

Based on Blackston Financial Advisory Group's 13F filing for Q3 2023, filed 26 Jan 2024.