BTR Capital Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

BTR Capital 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 Q3	$274K	Buy	+3,370	New	+$277K	0.04%	137

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

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

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

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

BTR Capital Management's SHY Position: Q3 2022 in Review

BTR Capital Management opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2022: 3,370 shares worth $274K. The stake represents 0.04% of the portfolio and ranks #137 among its holdings.

1,042 funds tracked by Wall St. Rank hold SHY as of Q3 2022.

BTR Capital Management held 3,370 shares of iShares 1-3 Year Treasury Bond ETF worth $274K as of Q3 2022.
iShares 1-3 Year Treasury Bond ETF was a new BTR Capital Management position in Q3 2022.
iShares 1-3 Year Treasury Bond ETF made up 0.04% of BTR Capital Management's portfolio in Q3 2022, its #137 holding.
1,042 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2022.

Based on BTR Capital Management's 13F filing for Q3 2022, filed 12 Oct 2022.