Clearview Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Clearview Wealth 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
2022 Q3	–	Sell	-90	Closed	-$7K	–	630
2022 Q2	$7K	Sell	90 -190	-68%	-$15.8K	0.01%	404
2022 Q1	$23K	Sell	280 -3,335	-92%	-$282K	0.02%	285
2021 Q4	$309K	Sell	3,615 -4,555	-56%	-$391K	0.19%	94
2021 Q3	$704K	Sell	8,170 -4,615	-36%	-$398K	0.45%	50
2021 Q2	$1.1M	Sell	12,785 -6,801	-35%	-$587K	0.68%	35
2021 Q1	$1.69M	Sell	19,586 -3,385	-15%	-$292K	1.1%	21
2020 Q4	$1.98M	Buy	+22,971	New	+$1.98M	1.33%	17

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Clearview Wealth Advisors's SHY Position: Q3 2022 in Review

Clearview Wealth Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2022, closing a stake of 90 shares — an estimated $7K sold.

Clearview Wealth Advisors first reported a position in SHY in Q4 2020 and held it in 7 quarters. The position peaked at $1.98M in Q4 2020. 1,041 funds tracked by Wall St. Rank hold SHY as of Q3 2022.

Clearview Wealth Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
Clearview Wealth Advisors sold 90 iShares 1-3 Year Treasury Bond ETF shares in Q3 2022, an estimated $7K.
Clearview Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and held it in 7 quarters.
Clearview Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $1.98M in Q4 2020.
1,041 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2022.

Based on Clearview Wealth Advisors's 13F filing for Q3 2022, filed 18 Oct 2022.