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DB Fitzpatrick & Co’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

DB Fitzpatrick & Co’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
Q1 		– Sell
-156
Closed -$12.7K – 71
2022
Q4 		$12.7K Buy
+156
New +$12.7K 0.01% 69
2022
Q1 		– Sell
-714
Closed -$61K – 75
2021
Q4 		$61K Buy
+714
New +$61.2K 0.06% 65

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DB Fitzpatrick & Co's SHY Position: Q1 2023 in Review

DB Fitzpatrick & Co sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2023, closing a stake of 156 shares — an estimated $12.7K sold.

DB Fitzpatrick & Co first reported a position in SHY in Q4 2021 and held it in 2 quarters. The position peaked at $61K in Q4 2021. 1,105 funds tracked by Wall St. Rank hold SHY as of Q1 2023.

  • DB Fitzpatrick & Co reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • DB Fitzpatrick & Co sold 156 iShares 1-3 Year Treasury Bond ETF shares in Q1 2023, an estimated $12.7K.
  • DB Fitzpatrick & Co first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and held it in 2 quarters.
  • DB Fitzpatrick & Co's iShares 1-3 Year Treasury Bond ETF position peaked at $61K in Q4 2021.
  • 1,105 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2023.

Based on DB Fitzpatrick & Co's 13F filing for Q1 2023, filed 24 Apr 2023.