Conning Inc’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Conning Inc’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
2021 Q4	–	Sell	-69,472	Closed	-$5.99M	–	451
2021 Q3	$5.99M	Buy	+69,472	New	+$5.99M	0.17%	101

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

Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

Conning Inc's SHY Position: Q4 2021 in Review

Conning Inc sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2021, closing a stake of 69,472 shares — an estimated $5.99M sold.

Conning Inc first reported a position in SHY in Q3 2021 and held it in 1 quarter. The position peaked at $5.99M in Q3 2021. 915 funds tracked by Wall St. Rank hold SHY as of Q4 2021.

Conning Inc reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
Conning Inc sold 69,472 iShares 1-3 Year Treasury Bond ETF shares in Q4 2021, an estimated $5.99M.
Conning Inc first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2021 and held it in 1 quarter.
Conning Inc's iShares 1-3 Year Treasury Bond ETF position peaked at $5.99M in Q3 2021.
915 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2021.

Based on Conning Inc's 13F filing for Q4 2021, filed 27 Jan 2022.