Capital Directions Investment Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Capital Directions Investment Advisors’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 Q4	$57.5K	Buy	+709	New	+$57.5K	0.02%	114
2022 Q3	–	Sell	-709	Closed	-$58.4K	–	104
2022 Q2	$59K	Hold	709	–	–	0.02%	117
2022 Q1	$59K	Buy	+709	New	+$59.9K	0.02%	135
2021 Q4	–	Sell	-812	Closed	-$70K	–	195
2021 Q3	$70K	Buy	812 +103	+15%	+$8.88K	0.02%	114
2021 Q2	$61K	Buy	+709	New	+$61.2K	0.02%	113
2021 Q1	–	Sell	-709	Closed	-$61K	–	320
2020 Q4	$61K	Hold	709	–	–	0.02%	100
2020 Q3	$61K	Hold	709	–	–	0.02%	95
2020 Q2	$61K	Hold	709	–	–	0.02%	97
2020 Q1	$61K	Hold	709	–	–	0.03%	97
2019 Q4	$60K	Buy	+709	New	+$60.1K	0.02%	121
2019 Q1	–	Sell	-500	Closed	-$42K	–	109
2018 Q4	$42K	Hold	500	–	–	0.01%	72
2018 Q3	$42K	Buy	+500	New	+$41.6K	0.01%	100

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Capital Directions Investment Advisors's SHY Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2022: 709 shares worth $57.5K. The stake represents 0.02% of the portfolio and ranks #114 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in SHY as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in SHY in Q3 2018 and has held it in 12 quarters since. The position peaked at $70K in Q3 2021. 1,111 funds tracked by Wall St. Rank hold SHY as of Q4 2022.

Capital Directions Investment Advisors held 709 shares of iShares 1-3 Year Treasury Bond ETF worth $57.5K as of Q4 2022.
iShares 1-3 Year Treasury Bond ETF was a new Capital Directions Investment Advisors position in Q4 2022.
iShares 1-3 Year Treasury Bond ETF made up 0.02% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #114 holding.
Capital Directions Investment Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2018 and has held it in 12 quarters since.
Capital Directions Investment Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $70K in Q3 2021.
1,111 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.