EWG Elevate’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

EWG Elevate’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	-918	Closed	-$74.5K	–	645
2022 Q4	$74.5K	Buy	+918	New	+$74.5K	0.04%	137

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

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

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

EWG Elevate's SHY Position: Q1 2023 in Review

EWG Elevate sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2023, closing a stake of 918 shares — an estimated $74.5K sold.

EWG Elevate first reported a position in SHY in Q4 2022 and held it in 1 quarter. The position peaked at $74.5K in Q4 2022. 1,105 funds tracked by Wall St. Rank hold SHY as of Q1 2023.

EWG Elevate reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
EWG Elevate sold 918 iShares 1-3 Year Treasury Bond ETF shares in Q1 2023, an estimated $74.5K.
EWG Elevate first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and held it in 1 quarter.
EWG Elevate's iShares 1-3 Year Treasury Bond ETF position peaked at $74.5K in Q4 2022.
1,105 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.