Ensign Peak Advisors
SHY icon

Ensign Peak Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Ensign Peak Advisors’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
-775,000
Closed -$62.9M – 1787
2022
Q4 		$62.9M Sell
775,000
-200,000
-21% -$16.2M 0.14% 143
2022
Q3 		$79.2M Buy
+975,000
New +$80.2M 0.2% 103

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JP Morgan Chase
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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

Ensign Peak Advisors's SHY Position: Q1 2023 in Review

Ensign Peak Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2023, closing a stake of 775,000 shares — an estimated $62.9M sold.

Ensign Peak Advisors first reported a position in SHY in Q3 2022 and held it in 2 quarters. The position peaked at $79.2M in Q3 2022. 1,105 funds tracked by Wall St. Rank hold SHY as of Q1 2023.

  • Ensign Peak Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Ensign Peak Advisors sold 775,000 iShares 1-3 Year Treasury Bond ETF shares in Q1 2023, an estimated $62.9M.
  • Ensign Peak Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2022 and held it in 2 quarters.
  • Ensign Peak Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $79.2M in Q3 2022.
  • 1,105 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2023.

Based on Ensign Peak Advisors's 13F filing for Q1 2023, filed 15 May 2023.