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Ford Financial Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Ford Financial 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
2022
Q1 		– Sell
-553
Closed -$47 – 434
2021
Q4 		$47 Buy
+553
New +$47.4K 0.01% 222
2021
Q3 		– Sell
-552
Closed -$47K – 464
2021
Q2 		$47K Buy
+552
New +$47.6K 0.02% 215

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JP Morgan Chase
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AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
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
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
PI
PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return

Ford Financial Group's SHY Position: Q1 2022 in Review

Ford Financial Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2022, closing a stake of 553 shares — an estimated $47 sold.

Ford Financial Group first reported a position in SHY in Q2 2021 and held it in 2 quarters. The position peaked at $47K in Q2 2021. 924 funds tracked by Wall St. Rank hold SHY as of Q1 2022.

  • Ford Financial Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Ford Financial Group sold 553 iShares 1-3 Year Treasury Bond ETF shares in Q1 2022, an estimated $47.
  • Ford Financial Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2021 and held it in 2 quarters.
  • Ford Financial Group's iShares 1-3 Year Treasury Bond ETF position peaked at $47K in Q2 2021.
  • 924 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2022.

Based on Ford Financial Group's 13F filing for Q1 2022, filed 13 Apr 2022.