Coury Firm Asset Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Coury Firm Asset 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 Q3	–	Sell	-7,384	Closed	-$599K	–	58
2023 Q2	$599K	Buy	7,384 +7,276	+6,737%	+$595K	0.86%	20
2023 Q1	$607K	Sell	108 -7,273	-99%	-$593K	0.85%	23
2022 Q4	$599K	Sell	7,381 -223	-3%	-$18.1K	0.89%	21
2022 Q3	$618K	Sell	7,604 -177	-2%	-$14.6K	0.93%	21
2022 Q2	$644K	Sell	7,781 -41,293	-84%	-$3.43M	0.85%	21
2022 Q1	$4.09M	Sell	49,074 -5,069	-9%	-$428K	3.54%	9
2021 Q4	$4.63M	Buy	+54,143	New	+$4.64M	3.52%	8

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Coury Firm Asset Management's SHY Position: Q3 2023 in Review

Coury Firm Asset Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2023, closing a stake of 7,384 shares — an estimated $599K sold.

Coury Firm Asset Management first reported a position in SHY in Q4 2021 and held it in 7 quarters. The position peaked at $4.63M in Q4 2021. 1,069 funds tracked by Wall St. Rank hold SHY as of Q3 2023.

Coury Firm Asset Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
Coury Firm Asset Management sold 7,384 iShares 1-3 Year Treasury Bond ETF shares in Q3 2023, an estimated $599K.
Coury Firm Asset Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and held it in 7 quarters.
Coury Firm Asset Management's iShares 1-3 Year Treasury Bond ETF position peaked at $4.63M in Q4 2021.
1,069 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2023.

Based on Coury Firm Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.