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

Cascade 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
2023 Q2	–	Sell	-3,450	Closed	-$283K	–	203
2023 Q1	$283K	Buy	+3,450	New	+$281K	0.22%	97
2022 Q4	–	Sell	-3,400	Closed	-$275K	–	112
2022 Q3	$275K	Buy	3,400 +1,000	+42%	+$82.3K	0.24%	101
2022 Q2	$199K	Buy	2,400 +1,200	+100%	+$99.6K	0.16%	110
2022 Q1	$100K	Buy	1,200 +500	+71%	+$42.3K	0.06%	135
2021 Q4	$59.9K	Hold	700	–	–	0.04%	156
2021 Q3	$60.3K	Buy	+700	New	+$60.3K	0.04%	150
2021 Q1	–	Sell	-500	Closed	-$43.2K	–	294
2020 Q4	$43.2K	Sell	500 -100	-17%	-$8.64K	0.03%	172
2020 Q3	$51.9K	Hold	600	–	–	0.04%	149
2020 Q2	$52K	Hold	600	–	–	0.05%	139
2020 Q1	$52K	Sell	600 -100	-14%	-$8.54K	0.06%	135
2019 Q4	$59.2K	Buy	700 +100	+17%	+$8.47K	0.05%	144
2019 Q3	$50.9K	Hold	600	–	–	0.04%	147
2019 Q2	$50.9K	Buy	+600	New	+$50.5K	0.04%	137

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

Cascade Investment Advisors's SHY Position: Q2 2023 in Review

Cascade Investment Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2023, closing a stake of 3,450 shares — an estimated $283K sold.

Cascade Investment Advisors first reported a position in SHY in Q2 2019 and held it in 13 quarters. The position peaked at $283K in Q1 2023. 1,086 funds tracked by Wall St. Rank hold SHY as of Q2 2023.

Cascade Investment Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
Cascade Investment Advisors sold 3,450 iShares 1-3 Year Treasury Bond ETF shares in Q2 2023, an estimated $283K.
Cascade Investment Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2019 and held it in 13 quarters.
Cascade Investment Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $283K in Q1 2023.
1,086 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2023.

Based on Cascade Investment Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.