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Citizens Business Bank’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Citizens Business Bank’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
Q3 		– Sell
-2,543
Closed -$210K – 214
2022
Q2 		$210K Hold
2,543
– – 0.03% 233
2022
Q1 		$212K Hold
2,543
– – 0.03% 240
2021
Q4 		$218K Buy
2,543
+5
+0.2% +$429 0.03% 238
2021
Q3 		$219K Hold
2,538
– – 0.03% 228
2021
Q2 		$219K Hold
2,538
– – 0.03% 230
2021
Q1 		$219K Sell
2,538
-35
-1% -$3.02K 0.03% 231
2020
Q4 		$223K Hold
2,573
– – 0.03% 227
2020
Q3 		$223K Hold
2,573
– – 0.04% 215
2020
Q2 		$223K Sell
2,573
-656
-20% -$56.8K 0.04% 218
2020
Q1 		$280K Sell
3,229
-95
-3% -$8.11K 0.06% 204
2019
Q4 		$281K Hold
3,324
– – 0.05% 217
2019
Q3 		$281K Hold
3,324
– – 0.05% 223
2019
Q2 		$281K Sell
3,324
-456
-12% -$38.4K 0.05% 224
2019
Q1 		$318K Hold
3,780
– – 0.05% 221
2018
Q4 		$316K Buy
3,780
+100
+3% +$8.31K 0.06% 226
2018
Q3 		$306K Sell
3,680
-100
-3% -$8.32K 0.05% 242
2018
Q2 		$315K Hold
3,780
– – 0.05% 233
2018
Q1 		$316K Hold
3,780
– – 0.06% 235
2017
Q4 		$317K Hold
3,780
– – 0.05% 240
2017
Q3 		$319K Hold
3,780
– – 0.05% 240
2017
Q2 		$319K Hold
3,780
– – 0.05% 241
2017
Q1 		$319K Buy
+3,780
New +$319K 0.05% 235

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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citizens Business Bank's SHY Position: Q3 2022 in Review

Citizens Business Bank sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2022, closing a stake of 2,543 shares — an estimated $210K sold.

Citizens Business Bank first reported a position in SHY in Q1 2017 and held it in 22 quarters. The position peaked at $319K in Q3 2017. 1,041 funds tracked by Wall St. Rank hold SHY as of Q3 2022.

  • Citizens Business Bank reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Citizens Business Bank sold 2,543 iShares 1-3 Year Treasury Bond ETF shares in Q3 2022, an estimated $210K.
  • Citizens Business Bank first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2017 and held it in 22 quarters.
  • Citizens Business Bank's iShares 1-3 Year Treasury Bond ETF position peaked at $319K in Q3 2017.
  • 1,041 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2022.

Based on Citizens Business Bank's 13F filing for Q3 2022, filed 4 Nov 2022.