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CarsonAllaria Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

CarsonAllaria Wealth 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
Q1 		– Sell
-28
Closed -$2K – 356
2021
Q4 		$2K Buy
+28
New +$2.4K ﹤0.01% 322

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CarsonAllaria Wealth Management's SHY Position: Q1 2022 in Review

CarsonAllaria Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2022, closing a stake of 28 shares — an estimated $2K sold.

CarsonAllaria Wealth Management first reported a position in SHY in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 924 funds tracked by Wall St. Rank hold SHY as of Q1 2022.

  • CarsonAllaria Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 28 iShares 1-3 Year Treasury Bond ETF shares in Q1 2022, an estimated $2K.
  • CarsonAllaria Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and held it in 1 quarter.
  • CarsonAllaria Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $2K in Q4 2021.
  • 924 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2022.

Based on CarsonAllaria Wealth Management's 13F filing for Q1 2022, filed 5 May 2022.