CAM
SHY icon

Caprin Asset Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Caprin Asset 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
Q4 		$150K Buy
+1,846
New +$150K 0.23% 14

Other funds holding SHY

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
JP Morgan Chase
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Caprin Asset Management's SHY Position: Q4 2022 in Review

Caprin Asset Management opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2022: 1,846 shares worth $150K. The stake represents 0.23% of the portfolio and ranks #14 among its holdings.

1,111 funds tracked by Wall St. Rank hold SHY as of Q4 2022.

  • Caprin Asset Management held 1,846 shares of iShares 1-3 Year Treasury Bond ETF worth $150K as of Q4 2022.
  • iShares 1-3 Year Treasury Bond ETF was a new Caprin Asset Management position in Q4 2022.
  • iShares 1-3 Year Treasury Bond ETF made up 0.23% of Caprin Asset Management's portfolio in Q4 2022, its #14 holding.
  • 1,111 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2022.

Based on Caprin Asset Management's 13F filing for Q4 2022, filed 24 Jan 2023.