Eudaimonia Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Eudaimonia Partners’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 Q2	–	Sell	-2,581	Closed	-$215K	–	434
2022 Q1	$215K	Buy	+2,581	New	+$218K	0.04%	373
2021 Q3	$475K	Buy	+5,512	New	+$475K	0.09%	237
2021 Q2	–	Sell	-4,942	Closed	-$426K	–	1196
2021 Q1	$426K	Buy	4,942 +3,458	+233%	+$299K	0.09%	220
2020 Q4	$128K	Sell	1,484 -4,731	-76%	-$409K	0.03%	398
2020 Q3	$538K	Buy	6,215 +4,109	+195%	+$356K	0.14%	161
2020 Q2	$182K	Sell	2,106 -5,742	-73%	-$497K	0.07%	248
2020 Q1	$680K	Buy	7,848 +5,414	+222%	+$462K	0.3%	89
2019 Q4	$206K	Buy	+2,434	New	+$206K	0.08%	232

Other funds holding SHY

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

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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Eudaimonia Partners's SHY Position: Q2 2022 in Review

Eudaimonia Partners sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2022, closing a stake of 2,581 shares — an estimated $215K sold.

Eudaimonia Partners first reported a position in SHY in Q4 2019 and held it in 8 quarters. The position peaked at $680K in Q1 2020. 995 funds tracked by Wall St. Rank hold SHY as of Q2 2022.

Eudaimonia Partners reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
Eudaimonia Partners sold 2,581 iShares 1-3 Year Treasury Bond ETF shares in Q2 2022, an estimated $215K.
Eudaimonia Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and held it in 8 quarters.
Eudaimonia Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $680K in Q1 2020.
995 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2022.

Based on Eudaimonia Partners's 13F filing for Q2 2022, filed 9 Aug 2022.