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Capital Insight Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Capital Insight 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
-2,586
Closed -$210K – 169
2023
Q2 		$210K Sell
2,586
-234
-8% -$19.1K 0.05% 166
2023
Q1 		$232K Buy
2,820
+228
+9% +$18.6K 0.05% 154
2022
Q4 		$210K Sell
2,592
-538
-17% -$43.6K 0.05% 153
2022
Q3 		$254K Sell
3,130
-486
-13% -$40K 0.07% 136
2022
Q2 		$299K Sell
3,616
-1,912
-35% -$159K 0.07% 139
2022
Q1 		$461K Sell
5,528
-1,602
-22% -$135K 0.09% 133
2021
Q4 		$610K Sell
7,130
-3,752
-34% -$322K 0.12% 123
2021
Q3 		$937K Sell
10,882
-330
-3% -$28.4K 0.2% 114
2021
Q2 		$966K Sell
11,212
-44,890
-80% -$3.87M 0.22% 115
2021
Q1 		$4.84M Buy
56,102
+8,140
+17% +$703K 1.18% 18
2020
Q4 		$4.14M Buy
47,962
+28,850
+151% +$2.49M 1.04% 28
2020
Q3 		$1.65M Buy
19,112
+7,739
+68% +$670K 0.46% 80
2020
Q2 		$985K Buy
+11,373
New +$985K 0.31% 103

Other funds holding SHY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital Insight Partners's SHY Position: Q3 2023 in Review

Capital Insight Partners sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2023, closing a stake of 2,586 shares — an estimated $210K sold.

Capital Insight Partners first reported a position in SHY in Q2 2020 and held it in 13 quarters. The position peaked at $4.84M in Q1 2021. 1,068 funds tracked by Wall St. Rank hold SHY as of Q3 2023.

  • Capital Insight Partners reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Capital Insight Partners sold 2,586 iShares 1-3 Year Treasury Bond ETF shares in Q3 2023, an estimated $210K.
  • Capital Insight Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2020 and held it in 13 quarters.
  • Capital Insight Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $4.84M in Q1 2021.
  • 1,068 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2023.

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