Danda Trouve Investment Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Danda Trouve Investment 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
2022 Q3	$623K	Sell	7,666 -142	-2%	-$11.7K	1.15%	18
2022 Q2	$646K	Sell	7,808 -3,573	-31%	-$296K	0.99%	20
2022 Q1	$949K	Buy	11,381 +6,241	+121%	+$527K	1.19%	23
2021 Q4	$440K	Sell	5,140 -248	-5%	-$21.3K	0.5%	28
2021 Q3	$464K	Sell	5,388 -4,410	-45%	-$380K	0.56%	32
2021 Q2	$844K	Sell	9,798 -2,705	-22%	-$233K	1%	32
2021 Q1	$1.08M	Sell	12,503 -8,191	-40%	-$707K	1.33%	28
2020 Q4	$1.79M	Buy	20,694 +13,966	+208%	+$1.21M	2.18%	19
2020 Q3	$582K	Buy	+6,728	New	+$582K	0.79%	30

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Danda Trouve Investment Management's SHY Position: Q3 2022 in Review

Danda Trouve Investment Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.8% in Q3 2022, selling an estimated $11.7K and leaving 7,666 shares worth $623K. The position accounts for 1.15% of the portfolio, ranked #18.

Danda Trouve Investment Management first reported a position in SHY in Q3 2020 and has held it in 9 quarters since. The position peaked at $1.79M in Q4 2020. 1,041 funds tracked by Wall St. Rank hold SHY as of Q3 2022.

Danda Trouve Investment Management held 7,666 shares of iShares 1-3 Year Treasury Bond ETF worth $623K as of Q3 2022.
Danda Trouve Investment Management sold 142 iShares 1-3 Year Treasury Bond ETF shares in Q3 2022, an estimated $11.7K.
iShares 1-3 Year Treasury Bond ETF made up 1.15% of Danda Trouve Investment Management's portfolio in Q3 2022, its #18 holding.
Danda Trouve Investment Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2020 and has held it in 9 quarters since.
Danda Trouve Investment Management's iShares 1-3 Year Treasury Bond ETF position peaked at $1.79M in Q4 2020.
1,041 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2022.

Based on Danda Trouve Investment Management's 13F filing for Q3 2022, filed 14 Oct 2022.