First Capital Advisors Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

First Capital Advisors Group’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	$18.8K	Sell	232 -652	-74%	-$53.3K	0.01%	436
2023 Q1	$72.6K	Sell	884 -17,404	-95%	-$1.42M	0.05%	159
2022 Q4	$1.48M	Buy	18,288 +1,648	+10%	+$134K	1.01%	28
2022 Q3	$1.35M	Sell	16,640 -96,837	-85%	-$7.97M	1.13%	26
2022 Q2	$9.39M	Buy	+113,477	New	+$9.41M	6.44%	1

Other funds holding SHY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

First Capital Advisors Group's SHY Position: Q2 2023 in Review

First Capital Advisors Group reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 74% in Q2 2023, selling an estimated $53.3K and leaving 232 shares worth $18.8K. The position accounts for 0.01% of the portfolio, ranked #436.

First Capital Advisors Group first reported a position in SHY in Q2 2022 and has held it in 5 quarters since. The position peaked at $9.39M in Q2 2022. 1,085 funds tracked by Wall St. Rank hold SHY as of Q2 2023.

First Capital Advisors Group held 232 shares of iShares 1-3 Year Treasury Bond ETF worth $18.8K as of Q2 2023.
First Capital Advisors Group sold 652 iShares 1-3 Year Treasury Bond ETF shares in Q2 2023, an estimated $53.3K.
iShares 1-3 Year Treasury Bond ETF made up 0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #436 holding.
First Capital Advisors Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2022 and has held it in 5 quarters since.
First Capital Advisors Group's iShares 1-3 Year Treasury Bond ETF position peaked at $9.39M in Q2 2022.
1,085 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.