First Command Advisory Services’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

First Command Advisory Services’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	–	Sell	-55	Closed	-$4.52K	–	161
2023 Q1	$4.52K	Buy	+55	New	+$4.48K	﹤0.01%	42
2022 Q3	–	Sell	-123	Closed	-$10K	–	135
2022 Q2	$10K	Buy	+123	New	+$10.2K	﹤0.01%	14
2022 Q1	–	Sell	-8	Closed	–	–	104
2021 Q4	$0	Buy	+8	New	+$686	﹤0.01%	179
2021 Q3	–	Sell	-72	Closed	–	–	175
2021 Q2	$0	Buy	+72	New	+$6.21K	﹤0.01%	70
2018 Q2	–	Sell	-34	Closed	–	–	38
2018 Q1	$0	Sell	34 -474	-93%	-$39.6K	﹤0.01%	51
2017 Q4	$0	Buy	+508	New	+$42.7K	﹤0.01%	47

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 Command Advisory Services's SHY Position: Q2 2023 in Review

First Command Advisory Services sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2023, closing a stake of 55 shares — an estimated $4.52K sold.

First Command Advisory Services first reported a position in SHY in Q4 2017 and held it in 6 quarters. The position peaked at $10K in Q2 2022. 1,085 funds tracked by Wall St. Rank hold SHY as of Q2 2023.

First Command Advisory Services reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
First Command Advisory Services sold 55 iShares 1-3 Year Treasury Bond ETF shares in Q2 2023, an estimated $4.52K.
First Command Advisory Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2017 and held it in 6 quarters.
First Command Advisory Services's iShares 1-3 Year Treasury Bond ETF position peaked at $10K 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 Command Advisory Services's 13F filing for Q2 2023, filed 21 Jul 2023.