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CRA Financial Services’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

CRA Financial Services’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
-7,003
Closed -$569K – 214
2022
Q3 		$569K Sell
7,003
-4,085
-37% -$336K 0.2% 95
2022
Q2 		$918K Buy
+11,088
New +$920K 0.31% 66

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AWA
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UBS Group
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BL
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CRA Financial Services's SHY Position: Q4 2022 in Review

CRA Financial Services sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2022, closing a stake of 7,003 shares — an estimated $569K sold.

CRA Financial Services first reported a position in SHY in Q2 2022 and held it in 2 quarters. The position peaked at $918K in Q2 2022. 1,110 funds tracked by Wall St. Rank hold SHY as of Q4 2022.

  • CRA Financial Services reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • CRA Financial Services sold 7,003 iShares 1-3 Year Treasury Bond ETF shares in Q4 2022, an estimated $569K.
  • CRA Financial Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2022 and held it in 2 quarters.
  • CRA Financial Services's iShares 1-3 Year Treasury Bond ETF position peaked at $918K in Q2 2022.
  • 1,110 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2022.

Based on CRA Financial Services's 13F filing for Q4 2022, filed 24 Jan 2023.