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

Cary Street Partners 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
2023 Q2	–	Sell	-813	Closed	-$66.8K	–	361
2023 Q1	$66.8K	Hold	813	–	–	0.01%	222
2022 Q4	$66K	Hold	813	–	–	0.01%	242
2022 Q3	$66K	Buy	+813	New	+$66.9K	0.02%	209
2021 Q2	–	Sell	-140,984	Closed	-$212K	–	178
2021 Q1	$212K	Sell	140,984 -212	-0.2%	-$18.3K	0.05%	166
2020 Q4	$212K	Buy	+141,196	New	+$12.2M	0.06%	149

Other funds holding SHY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cary Street Partners Asset Management's SHY Position: Q2 2023 in Review

Cary Street Partners Asset Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2023, closing a stake of 813 shares — an estimated $66.8K sold.

Cary Street Partners Asset Management first reported a position in SHY in Q4 2020 and held it in 5 quarters. The position peaked at $212K in Q1 2021. 1,086 funds tracked by Wall St. Rank hold SHY as of Q2 2023.

Cary Street Partners Asset Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
Cary Street Partners Asset Management sold 813 iShares 1-3 Year Treasury Bond ETF shares in Q2 2023, an estimated $66.8K.
Cary Street Partners Asset Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and held it in 5 quarters.
Cary Street Partners Asset Management's iShares 1-3 Year Treasury Bond ETF position peaked at $212K in Q1 2021.
1,086 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2023.

Based on Cary Street Partners Asset Management's 13F filing for Q2 2023, filed 10 Aug 2023.