GCM
SHY icon

Gibraltar Capital Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Gibraltar Capital Management’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
-4,466
Closed -$363K – 76
2022
Q3 		$363K Sell
4,466
-162
-4% -$13.3K 0.19% 63
2022
Q2 		$383K Sell
4,628
-3,125
-40% -$259K 0.19% 57
2022
Q1 		$646K Sell
7,753
-792
-9% -$66.9K 0.27% 37
2021
Q4 		$731K Buy
8,545
+143
+2% +$12.3K 0.33% 36
2021
Q3 		$724K Sell
8,402
-150
-2% -$12.9K 0.37% 41
2021
Q2 		$738K Sell
8,552
-149
-2% -$12.9K 0.37% 42
2021
Q1 		$750K Sell
8,701
-878
-9% -$75.8K 0.39% 40
2020
Q4 		$827K Sell
9,579
-70
-0.7% -$6.05K 0.49% 41
2020
Q3 		$835K Sell
9,649
-616
-6% -$53.3K 0.58% 37
2020
Q2 		$889K Sell
10,265
-15
-0.1% -$1.3K 0.65% 33
2020
Q1 		$891K Sell
10,280
-264
-3% -$22.5K 0.63% 32
2019
Q4 		$892K Buy
10,544
+3
+0% +$254 0.54% 36
2019
Q3 		$894K Buy
10,541
+2
+0% +$169 0.68% 35
2019
Q2 		$894K Sell
10,539
-3
-0% -$253 0.92% 28
2019
Q1 		$887K Buy
10,542
+1
+0% +$84 0.89% 29
2018
Q4 		$881K Sell
10,541
-227
-2% -$18.9K 0.93% 22
2018
Q3 		$895K Buy
10,768
+2
+0% +$166 0.7% 23
2018
Q2 		$898K Buy
10,766
+1
+0% +$83 0.76% 24
2018
Q1 		$900K Sell
10,765
-199
-2% -$16.6K 0.76% 24
2017
Q4 		$919K Sell
10,964
-9
-0.1% -$757 0.73% 24
2017
Q3 		$927K Buy
10,973
+1,498
+16% +$127K 0.82% 23
2017
Q2 		$801K Buy
9,475
+663
+8% +$56K 0.8% 21
2017
Q1 		$745K Sell
8,812
-184
-2% -$15.5K 0.7% 25
2016
Q4 		$760K Buy
+8,996
New +$762K 0.71% 27

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Gibraltar Capital Management's SHY Position: Q4 2022 in Review

Gibraltar Capital Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2022, closing a stake of 4,466 shares — an estimated $363K sold.

Gibraltar Capital Management first reported a position in SHY in Q4 2016 and held it in 24 quarters. The position peaked at $927K in Q3 2017. 1,110 funds tracked by Wall St. Rank hold SHY as of Q4 2022.

  • Gibraltar Capital Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Gibraltar Capital Management sold 4,466 iShares 1-3 Year Treasury Bond ETF shares in Q4 2022, an estimated $363K.
  • Gibraltar Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2016 and held it in 24 quarters.
  • Gibraltar Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $927K in Q3 2017.
  • 1,110 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2022.

Based on Gibraltar Capital Management's 13F filing for Q4 2022, filed 13 Jan 2023.