FC Advisory’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

FC Advisory’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 Q4	–	Sell	-4,010	Closed	-$326K	–	88
2022 Q3	$326K	Buy	+4,010	New	+$330K	0.17%	67

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

FC Advisory's SHY Position: Q4 2022 in Review

FC Advisory sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2022, closing a stake of 4,010 shares — an estimated $326K sold.

FC Advisory first reported a position in SHY in Q3 2022 and held it in 1 quarter. The position peaked at $326K in Q3 2022. 1,110 funds tracked by Wall St. Rank hold SHY as of Q4 2022.

FC Advisory reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
FC Advisory sold 4,010 iShares 1-3 Year Treasury Bond ETF shares in Q4 2022, an estimated $326K.
FC Advisory first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2022 and held it in 1 quarter.
FC Advisory's iShares 1-3 Year Treasury Bond ETF position peaked at $326K in Q3 2022.
1,110 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2022.

Based on FC Advisory's 13F filing for Q4 2022, filed 10 Jan 2023.