Cypress Capital Management (Wyoming)’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Cypress Capital Management (Wyoming)’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 Q4	–	Sell	-33,239	Closed	-$2.69M	–	184
2023 Q3	$2.69M	Sell	33,239 -10,256	-24%	-$831K	3.16%	9
2023 Q2	$3.53M	Sell	43,495 -2,720	-6%	-$222K	3.95%	5
2023 Q1	$3.8M	Sell	46,215 -4,056	-8%	-$331K	4.44%	5
2022 Q4	$4.08M	Sell	50,271 -861	-2%	-$69.9K	5.08%	4
2022 Q3	$4.15M	Sell	51,132 -1,105	-2%	-$90.9K	5.9%	5
2022 Q2	$4.33M	Buy	+52,237	New	+$4.33M	5.59%	5
2019 Q4	–	Sell	-290	Closed	-$25K	–	199
2019 Q3	$25K	Buy	+290	New	+$24.6K	0.03%	122

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cypress Capital Management (Wyoming)'s SHY Position: Q4 2023 in Review

Cypress Capital Management (Wyoming) sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2023, closing a stake of 33,239 shares — an estimated $2.69M sold.

Cypress Capital Management (Wyoming) first reported a position in SHY in Q3 2019 and held it in 7 quarters. The position peaked at $4.33M in Q2 2022. 1,119 funds tracked by Wall St. Rank hold SHY as of Q4 2023.

Cypress Capital Management (Wyoming) reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
Cypress Capital Management (Wyoming) sold 33,239 iShares 1-3 Year Treasury Bond ETF shares in Q4 2023, an estimated $2.69M.
Cypress Capital Management (Wyoming) first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2019 and held it in 7 quarters.
Cypress Capital Management (Wyoming)'s iShares 1-3 Year Treasury Bond ETF position peaked at $4.33M in Q2 2022.
1,119 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2023.

Based on Cypress Capital Management (Wyoming)'s 13F filing for Q4 2023, filed 5 Feb 2024.