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Foster Victor Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Foster Victor Wealth 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
2022
Q4 		– Sell
-4,454
Closed -$361K – 171
2022
Q3 		$361K Buy
+4,454
New +$367K 0.05% 106

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BL
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Foster Victor Wealth Advisors's SHY Position: Q4 2022 in Review

Foster Victor Wealth Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2022, closing a stake of 4,454 shares — an estimated $361K sold.

Foster Victor Wealth Advisors first reported a position in SHY in Q3 2022 and held it in 1 quarter. The position peaked at $361K in Q3 2022. 1,110 funds tracked by Wall St. Rank hold SHY as of Q4 2022.

  • Foster Victor Wealth Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Foster Victor Wealth Advisors sold 4,454 iShares 1-3 Year Treasury Bond ETF shares in Q4 2022, an estimated $361K.
  • Foster Victor Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2022 and held it in 1 quarter.
  • Foster Victor Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $361K in Q3 2022.
  • 1,110 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2022.

Based on Foster Victor Wealth Advisors's 13F filing for Q4 2022, filed 27 Jan 2023.