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

First Trust Advisors’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 Q1	–	Sell	-190,027	Closed	-$15.4M	–	2461
2022 Q4	$15.4M	Buy	190,027 +3,424	+2%	+$278K	0.02%	823
2022 Q3	$15.2M	Buy	+186,603	New	+$15.4M	0.02%	802
2015 Q4	–	Sell	-4,241	Closed	-$360K	–	2295
2015 Q3	$360K	Buy	+4,241	New	+$360K	﹤0.01%	2049
2013 Q4	–	Sell	-3,592	Closed	-$303K	–	2237
2013 Q3	$303K	Sell	3,592 -181	-5%	-$15.3K	﹤0.01%	2098
2013 Q2	$318K	Buy	+3,773	New	+$319K	﹤0.01%	2008

Other funds holding SHY

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

First Trust Advisors's SHY Position: Q1 2023 in Review

First Trust Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2023, closing a stake of 190,027 shares — an estimated $15.4M sold.

First Trust Advisors first reported a position in SHY in Q2 2013 and held it in 5 quarters. The position peaked at $15.4M in Q4 2022. 1,105 funds tracked by Wall St. Rank hold SHY as of Q1 2023.

First Trust Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
First Trust Advisors sold 190,027 iShares 1-3 Year Treasury Bond ETF shares in Q1 2023, an estimated $15.4M.
First Trust Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and held it in 5 quarters.
First Trust Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $15.4M in Q4 2022.
1,105 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2023.

Based on First Trust Advisors's 13F filing for Q1 2023, filed 15 May 2023.