Eaton Vance Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Eaton Vance 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	$7.45M	Buy	91,739 +165	+0.2%	+$13.6K	0.01%	671
2022 Q2	$7.58M	Sell	91,574 -42,346	-32%	-$3.51M	0.01%	690
2022 Q1	$11.2M	Sell	133,920 -211,145	-61%	-$17.8M	0.01%	664
2021 Q4	$29.5M	Buy	345,065 +217,512	+171%	+$18.7M	0.04%	397
2021 Q3	$7.88M	Sell	127,553 -22,366	-15%	-$1.93M	0.01%	613
2021 Q2	$12.9M	Buy	149,919 +55,020	+58%	+$4.75M	0.02%	553
2021 Q1	$8.19M	Sell	94,899 -69,943	-42%	-$6.04M	0.01%	609
2020 Q4	$14.2M	Buy	164,842 +71,369	+76%	+$6.17M	0.02%	466
2020 Q3	$8.09M	Buy	93,473 +6,385	+7%	+$552K	0.01%	524
2020 Q2	$7.54M	Buy	87,088 +7,176	+9%	+$621K	0.02%	515
2020 Q1	$6.93M	Buy	79,912 +1,880	+2%	+$161K	0.02%	473
2019 Q4	$6.6M	Sell	78,032 -3,312	-4%	-$281K	0.01%	547
2019 Q3	$6.9M	Buy	81,344 +2,723	+3%	+$231K	0.01%	529
2019 Q2	$6.67M	Buy	78,621 +2,248	+3%	+$189K	0.01%	527
2019 Q1	$6.42M	Buy	+76,373	New	+$6.39M	0.01%	505

Other funds holding SHY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Eaton Vance Management's SHY Position: Q3 2022 in Review

Eaton Vance Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.18% in Q3 2022, buying an estimated $13.6K and bringing the position to 91,739 shares worth $7.45M. The position accounts for 0.01% of the portfolio, ranked #671.

Eaton Vance Management first reported a position in SHY in Q1 2019 and has held it in 15 quarters since. The position peaked at $29.5M in Q4 2021. 1,041 funds tracked by Wall St. Rank hold SHY as of Q3 2022.

Eaton Vance Management held 91,739 shares of iShares 1-3 Year Treasury Bond ETF worth $7.45M as of Q3 2022.
Eaton Vance Management bought 165 iShares 1-3 Year Treasury Bond ETF shares in Q3 2022, an estimated $13.6K.
iShares 1-3 Year Treasury Bond ETF made up 0.01% of Eaton Vance Management's portfolio in Q3 2022, its #671 holding.
Eaton Vance Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2019 and has held it in 15 quarters since.
Eaton Vance Management's iShares 1-3 Year Treasury Bond ETF position peaked at $29.5M in Q4 2021.
1,041 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.