CMP
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Coston McIsaac & Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Coston McIsaac & Partners’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
Q4 		– Sell
-26
Closed -$2K – 812
2022
Q3 		$2K Hold
26
– – ﹤0.01% 614
2022
Q2 		$2K Buy
+26
New +$2.16K ﹤0.01% 435

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Coston McIsaac & Partners's SHY Position: Q4 2022 in Review

Coston McIsaac & Partners sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2022, closing a stake of 26 shares — an estimated $2K sold.

Coston McIsaac & Partners first reported a position in SHY in Q2 2022 and held it in 2 quarters. The position peaked at $2K in Q3 2022. 1,110 funds tracked by Wall St. Rank hold SHY as of Q4 2022.

  • Coston McIsaac & Partners reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Coston McIsaac & Partners sold 26 iShares 1-3 Year Treasury Bond ETF shares in Q4 2022, an estimated $2K.
  • Coston McIsaac & Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2022 and held it in 2 quarters.
  • Coston McIsaac & Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $2K in Q3 2022.
  • 1,110 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2022.

Based on Coston McIsaac & Partners's 13F filing for Q4 2022, filed 9 Feb 2023.