Canvas Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-9,815
Closed -$806K 142
2023
Q1
$806K Buy
+9,815
New +$800K 0.34% 49

Other funds holding SHY

Canvas Wealth Advisors's SHY Position: Q2 2023 in Review

Canvas Wealth Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2023, closing a stake of 9,815 shares — an estimated $806K sold.

Canvas Wealth Advisors first reported a position in SHY in Q1 2023 and held it in 1 quarter. The position peaked at $806K in Q1 2023. 1,085 funds tracked by Wall St. Rank hold SHY as of Q2 2023.

  • Canvas Wealth Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Canvas Wealth Advisors sold 9,815 iShares 1-3 Year Treasury Bond ETF shares in Q2 2023, an estimated $806K.
  • Canvas Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2023 and held it in 1 quarter.
  • Canvas Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $806K in Q1 2023.
  • 1,085 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2023.

Based on Canvas Wealth Advisors's 13F filing for Q2 2023, filed 26 Jul 2023.