CMH Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

CMH Wealth Management’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	-13,232	Closed	-$1.09M	–	48
2023 Q1	$1.09M	Sell	13,232 -206	-2%	-$16.8K	0.31%	45
2022 Q4	$1.09M	Sell	13,438 -77	-0.6%	-$6.25K	0.35%	47
2022 Q3	$1.1M	Buy	+13,515	New	+$1.11M	0.4%	46

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

CMH Wealth Management's SHY Position: Q2 2023 in Review

CMH Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2023, closing a stake of 13,232 shares — an estimated $1.09M sold.

CMH Wealth Management first reported a position in SHY in Q3 2022 and held it in 3 quarters. The position peaked at $1.1M in Q3 2022. 1,085 funds tracked by Wall St. Rank hold SHY as of Q2 2023.

CMH Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
CMH Wealth Management sold 13,232 iShares 1-3 Year Treasury Bond ETF shares in Q2 2023, an estimated $1.09M.
CMH Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2022 and held it in 3 quarters.
CMH Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $1.1M in Q3 2022.
1,085 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2023.

Based on CMH Wealth Management's 13F filing for Q2 2023, filed 17 Jul 2023.