Clear Perspectives Financial Planning’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Clear Perspectives Financial Planning’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 Q1	–	Sell	-225	Closed	-$18.3K	–	228
2022 Q4	$18.3K	Sell	225 -620	-73%	-$50.3K	0.01%	126
2022 Q3	$69K	Sell	845 -350	-29%	-$28.8K	0.03%	73
2022 Q2	$99K	Sell	1,195 -300	-20%	-$24.9K	0.04%	64
2022 Q1	$125K	Sell	1,495 -250	-14%	-$21.1K	0.05%	63
2021 Q4	$149K	Hold	1,745	–	–	0.06%	65
2021 Q3	$150K	Hold	1,745	–	–	0.07%	64
2021 Q2	$150K	Hold	1,745	–	–	0.07%	66
2021 Q1	$151K	Hold	1,745	–	–	0.09%	58
2020 Q4	$151K	Buy	+1,745	New	+$151K	0.1%	59

Other funds holding SHY

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

Clear Perspectives Financial Planning's SHY Position: Q1 2023 in Review

Clear Perspectives Financial Planning sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2023, closing a stake of 225 shares — an estimated $18.3K sold.

Clear Perspectives Financial Planning first reported a position in SHY in Q4 2020 and held it in 9 quarters. The position peaked at $151K in Q1 2021. 1,105 funds tracked by Wall St. Rank hold SHY as of Q1 2023.

Clear Perspectives Financial Planning reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
Clear Perspectives Financial Planning sold 225 iShares 1-3 Year Treasury Bond ETF shares in Q1 2023, an estimated $18.3K.
Clear Perspectives Financial Planning first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and held it in 9 quarters.
Clear Perspectives Financial Planning's iShares 1-3 Year Treasury Bond ETF position peaked at $151K in Q1 2021.
1,105 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.