FineMark National Bank & Trust’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

FineMark National Bank & Trust’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 Q1	–	Sell	-2,489	Closed	-$213K	–	466
2021 Q4	$213K	Buy	+2,489	New	+$214K	0.01%	431
2017 Q1	–	Sell	-968	Closed	-$82K	–	900
2016 Q4	$82K	Buy	+968	New	+$82K	0.01%	518
2015 Q1	–	Sell	-190	Closed	-$16K	–	1450
2014 Q4	$16K	Buy	190 +45	+31%	+$3.81K	﹤0.01%	948
2014 Q3	$12K	Hold	145	–	–	﹤0.01%	983
2014 Q2	$12K	Buy	+145	New	+$12.3K	﹤0.01%	1003
2013 Q3	–	Sell	-200	Closed	-$17K	–	1604
2013 Q2	$17K	Buy	+200	New	+$16.9K	0.01%	844

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return

FineMark National Bank & Trust's SHY Position: Q1 2022 in Review

FineMark National Bank & Trust sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2022, closing a stake of 2,489 shares — an estimated $213K sold.

FineMark National Bank & Trust first reported a position in SHY in Q2 2013 and held it in 6 quarters. The position peaked at $213K in Q4 2021. 924 funds tracked by Wall St. Rank hold SHY as of Q1 2022.

FineMark National Bank & Trust reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
FineMark National Bank & Trust sold 2,489 iShares 1-3 Year Treasury Bond ETF shares in Q1 2022, an estimated $213K.
FineMark National Bank & Trust first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and held it in 6 quarters.
FineMark National Bank & Trust's iShares 1-3 Year Treasury Bond ETF position peaked at $213K in Q4 2021.
924 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2022.

Based on FineMark National Bank & Trust's 13F filing for Q1 2022, filed 16 May 2022.