Financial Architects (New Jersey)’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Financial Architects (New Jersey)’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 Q2	$1.74M	Sell	21,404 -630	-3%	-$51.5K	0.26%	85
2023 Q1	$1.81M	Buy	22,034 +2,228	+11%	+$182K	0.29%	84
2022 Q4	$1.61M	Sell	19,806 -2,510	-11%	-$204K	0.27%	90
2022 Q3	$1.81M	Buy	+22,316	New	+$1.84M	0.32%	74
2022 Q2	–	Sell	-14,461	Closed	-$1.21M	–	244
2022 Q1	$1.21M	Buy	+14,461	New	+$1.22M	0.17%	129
2020 Q4	–	Sell	-2,690	Closed	-$233K	–	314
2020 Q3	$233K	Sell	2,690 -1,690	-39%	-$146K	0.05%	239
2020 Q2	$379K	Buy	4,380 +475	+12%	+$41.1K	0.09%	163
2020 Q1	$338K	Buy	3,905 +885	+29%	+$75.6K	0.09%	158
2019 Q4	$256K	Buy	3,020 +1,765	+141%	+$150K	0.06%	219
2019 Q3	$106K	Buy	1,255 +1,155	+1,155%	+$97.9K	0.02%	321
2019 Q2	$8K	Buy	+100	New	+$8.42K	﹤0.01%	937
2019 Q1	–	Sell	-78	Closed	-$7K	–	1519
2018 Q4	$7K	Buy	+78	New	+$6.48K	﹤0.01%	1078
2014 Q4	–	Sell	-71	Closed	-$6K	–	1026
2014 Q3	$6K	Hold	71	–	–	﹤0.01%	720
2014 Q2	$6K	Buy	+71	New	+$6K	﹤0.01%	760
2013 Q3	–	Sell	-125	Closed	-$11K	–	774
2013 Q2	$11K	Buy	+125	New	+$10.6K	0.01%	447

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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Financial Architects (New Jersey)'s SHY Position: Q2 2023 in Review

Financial Architects (New Jersey) reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 2.9% in Q2 2023, selling an estimated $51.5K and leaving 21,404 shares worth $1.74M. The position accounts for 0.26% of the portfolio, ranked #85.

Financial Architects (New Jersey) first reported a position in SHY in Q2 2013 and has held it in 15 quarters since. The position peaked at $1.81M in Q3 2022. 1,086 funds tracked by Wall St. Rank hold SHY as of Q2 2023.

Financial Architects (New Jersey) held 21,404 shares of iShares 1-3 Year Treasury Bond ETF worth $1.74M as of Q2 2023.
Financial Architects (New Jersey) sold 630 iShares 1-3 Year Treasury Bond ETF shares in Q2 2023, an estimated $51.5K.
iShares 1-3 Year Treasury Bond ETF made up 0.26% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #85 holding.
Financial Architects (New Jersey) first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and has held it in 15 quarters since.
Financial Architects (New Jersey)'s iShares 1-3 Year Treasury Bond ETF position peaked at $1.81M in Q3 2022.
1,086 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.