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Cooper/Haims Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Cooper/Haims 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
Q2 		– Sell
-2,964
Closed -$247K – 85
2022
Q1 		$247K Buy
+2,964
New +$250K 0.16% 67

Other funds holding SHY

Morgan Stanley
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cooper/Haims Advisors's SHY Position: Q2 2022 in Review

Cooper/Haims Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2022, closing a stake of 2,964 shares — an estimated $247K sold.

Cooper/Haims Advisors first reported a position in SHY in Q1 2022 and held it in 1 quarter. The position peaked at $247K in Q1 2022. 995 funds tracked by Wall St. Rank hold SHY as of Q2 2022.

  • Cooper/Haims Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Cooper/Haims Advisors sold 2,964 iShares 1-3 Year Treasury Bond ETF shares in Q2 2022, an estimated $247K.
  • Cooper/Haims Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2022 and held it in 1 quarter.
  • Cooper/Haims Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $247K in Q1 2022.
  • 995 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2022.

Based on Cooper/Haims Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.