Blue Chip Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Blue Chip Partners’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	-2,481	Closed	-$201K	–	188
2023 Q2	$201K	Sell	2,481 -1,147	-32%	-$93.8K	0.02%	145
2023 Q1	$298K	Buy	+3,628	New	+$296K	0.04%	117
2022 Q1	–	Sell	-2,645	Closed	-$226K	–	181
2021 Q4	$226K	Sell	2,645 -1,372	-34%	-$118K	0.03%	131
2021 Q3	$346K	Buy	4,017 +2	+0%	+$172	0.05%	103
2021 Q2	$346K	Sell	4,015 -3,416	-46%	-$295K	0.05%	98
2021 Q1	$641K	Sell	7,431 -1,938	-21%	-$167K	0.1%	74
2020 Q4	$809K	Buy	9,369 +3,120	+50%	+$270K	0.13%	64
2020 Q3	$541K	Buy	+6,249	New	+$541K	0.1%	70

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

Blue Chip Partners's SHY Position: Q3 2023 in Review

Blue Chip Partners sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2023, closing a stake of 2,481 shares — an estimated $201K sold.

Blue Chip Partners first reported a position in SHY in Q3 2020 and held it in 8 quarters. The position peaked at $809K in Q4 2020. 1,068 funds tracked by Wall St. Rank hold SHY as of Q3 2023.

Blue Chip Partners reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
Blue Chip Partners sold 2,481 iShares 1-3 Year Treasury Bond ETF shares in Q3 2023, an estimated $201K.
Blue Chip Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2020 and held it in 8 quarters.
Blue Chip Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $809K in Q4 2020.
1,068 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2023.

Based on Blue Chip Partners's 13F filing for Q3 2023, filed 30 Oct 2023.