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Financial Management Concepts’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Financial Management Concepts’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
2021
Q4 		– Sell
-4,250
Closed -$366K – 32
2021
Q3 		$366K Hold
4,250
– – 0.29% 22
2021
Q2 		$367K Buy
+4,250
New +$367K 0.3% 21

Other funds holding SHY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

Financial Management Concepts's SHY Position: Q4 2021 in Review

Financial Management Concepts sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2021, closing a stake of 4,250 shares — an estimated $366K sold.

Financial Management Concepts first reported a position in SHY in Q2 2021 and held it in 2 quarters. The position peaked at $367K in Q2 2021. 915 funds tracked by Wall St. Rank hold SHY as of Q4 2021.

  • Financial Management Concepts reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Financial Management Concepts sold 4,250 iShares 1-3 Year Treasury Bond ETF shares in Q4 2021, an estimated $366K.
  • Financial Management Concepts first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2021 and held it in 2 quarters.
  • Financial Management Concepts's iShares 1-3 Year Treasury Bond ETF position peaked at $367K in Q2 2021.
  • 915 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2021.

Based on Financial Management Concepts's 13F filing for Q4 2021, filed 14 Feb 2022.