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Country Trust Bank’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Country Trust Bank’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
-185
Closed -$15K – 368
2022
Q3 		$15K Buy
+185
New +$15.2K ﹤0.01% 267
2021
Q3 		– Sell
-122
Closed -$11K – 528
2021
Q2 		$11K Buy
+122
New +$10.5K ﹤0.01% 303

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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
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

Country Trust Bank's SHY Position: Q4 2022 in Review

Country Trust Bank sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2022, closing a stake of 185 shares — an estimated $15K sold.

Country Trust Bank first reported a position in SHY in Q2 2021 and held it in 2 quarters. The position peaked at $15K in Q3 2022. 1,110 funds tracked by Wall St. Rank hold SHY as of Q4 2022.

  • Country Trust Bank reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Country Trust Bank sold 185 iShares 1-3 Year Treasury Bond ETF shares in Q4 2022, an estimated $15K.
  • Country Trust Bank first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2021 and held it in 2 quarters.
  • Country Trust Bank's iShares 1-3 Year Treasury Bond ETF position peaked at $15K 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 Country Trust Bank's 13F filing for Q4 2022, filed 18 Jan 2023.