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Crown Wealth Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Crown Wealth Group’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
Q3 		– Sell
-4,816
Closed -$399K – 69
2022
Q2 		$399K Buy
+4,816
New +$400K 0.36% 42

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Bank of America
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AssetMark Inc
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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
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Crown Wealth Group's SHY Position: Q3 2022 in Review

Crown Wealth Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2022, closing a stake of 4,816 shares — an estimated $399K sold.

Crown Wealth Group first reported a position in SHY in Q2 2022 and held it in 1 quarter. The position peaked at $399K in Q2 2022. 1,041 funds tracked by Wall St. Rank hold SHY as of Q3 2022.

  • Crown Wealth Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Crown Wealth Group sold 4,816 iShares 1-3 Year Treasury Bond ETF shares in Q3 2022, an estimated $399K.
  • Crown Wealth Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2022 and held it in 1 quarter.
  • Crown Wealth Group's iShares 1-3 Year Treasury Bond ETF position peaked at $399K in Q2 2022.
  • 1,041 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2022.

Based on Crown Wealth Group's 13F filing for Q3 2022, filed 21 Oct 2022.