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Cedar Brook Financial Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Cedar Brook Financial 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
-3,589
Closed -$291K – 416
2023
Q2 		$291K Sell
3,589
-195
-5% -$15.9K 0.07% 287
2023
Q1 		$311K Buy
3,784
+915
+32% +$74.6K 0.08% 265
2022
Q4 		$233K Sell
2,869
-7,847
-73% -$637K 0.07% 314
2022
Q3 		$870K Sell
10,716
-2,593
-19% -$213K 0.28% 91
2022
Q2 		$1.1M Buy
13,309
+2,352
+21% +$195K 0.35% 77
2022
Q1 		$913K Buy
10,957
+5,453
+99% +$461K 0.24% 99
2021
Q4 		$471K Sell
5,504
-6,565
-54% -$563K 0.12% 191
2021
Q3 		$1.04M Sell
12,069
-672
-5% -$57.9K 0.31% 85
2021
Q2 		$1.1M Sell
12,741
-3,498
-22% -$302K 0.32% 85
2021
Q1 		$1.4M Buy
16,239
+3,986
+33% +$344K 0.49% 50
2020
Q4 		$1.06M Buy
12,253
+1,608
+15% +$139K 0.37% 70
2020
Q3 		$921K Buy
10,645
+3,540
+50% +$306K 0.36% 73
2020
Q2 		$615K Buy
7,105
+4,473
+170% +$387K 0.27% 109
2020
Q1 		$228K Buy
+2,632
New +$225K 0.13% 206
2019
Q2 		– Sell
-2,698
Closed -$227K – 313
2019
Q1 		$227K Sell
2,698
-1,357
-33% -$114K 0.11% 244
2018
Q4 		$339K Buy
+4,055
New +$337K 0.21% 160

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

Cedar Brook Financial Partners's SHY Position: Q3 2023 in Review

Cedar Brook Financial Partners sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2023, closing a stake of 3,589 shares — an estimated $291K sold.

Cedar Brook Financial Partners first reported a position in SHY in Q4 2018 and held it in 16 quarters. The position peaked at $1.4M in Q1 2021. 1,068 funds tracked by Wall St. Rank hold SHY as of Q3 2023.

  • Cedar Brook Financial Partners reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 3,589 iShares 1-3 Year Treasury Bond ETF shares in Q3 2023, an estimated $291K.
  • Cedar Brook Financial Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and held it in 16 quarters.
  • Cedar Brook Financial Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $1.4M 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 Cedar Brook Financial Partners's 13F filing for Q3 2023, filed 17 Oct 2023.