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

DB Wealth Management 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 Q1	–	Sell	-146	Closed	-$12K	–	378
2021 Q4	$12K	Buy	+146	New	+$12.5K	0.01%	262
2021 Q3	–	Sell	-506	Closed	-$44K	–	354
2021 Q2	$44K	Hold	506	–	–	0.03%	165
2021 Q1	$44K	Hold	506	–	–	0.03%	166
2020 Q4	$44K	Buy	+506	New	+$43.7K	0.03%	156

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

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

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

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

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

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

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

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return

DB Wealth Management Group's SHY Position: Q1 2022 in Review

DB Wealth Management Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2022, closing a stake of 146 shares — an estimated $12K sold.

DB Wealth Management Group first reported a position in SHY in Q4 2020 and held it in 4 quarters. The position peaked at $44K in Q2 2021. 924 funds tracked by Wall St. Rank hold SHY as of Q1 2022.

DB Wealth Management Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
DB Wealth Management Group sold 146 iShares 1-3 Year Treasury Bond ETF shares in Q1 2022, an estimated $12K.
DB Wealth Management Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and held it in 4 quarters.
DB Wealth Management Group's iShares 1-3 Year Treasury Bond ETF position peaked at $44K in Q2 2021.
924 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2022.

Based on DB Wealth Management Group's 13F filing for Q1 2022, filed 12 May 2022.