Global Wealth Management Investment Advisory’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Global Wealth Management Investment Advisory’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 Q3	–	Sell	-416	Closed	-$34K	–	411
2022 Q2	$34K	Hold	416	–	–	0.01%	204
2022 Q1	$35K	Buy	+416	New	+$35.2K	0.01%	214
2020 Q1	–	Sell	-81	Closed	-$7K	–	655
2019 Q4	$7K	Buy	+81	New	+$6.86K	﹤0.01%	404
2019 Q3	–	Sell	-92	Closed	-$8K	–	713
2019 Q2	$8K	Buy	+92	New	+$7.75K	﹤0.01%	396

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Global Wealth Management Investment Advisory's SHY Position: Q3 2022 in Review

Global Wealth Management Investment Advisory sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2022, closing a stake of 416 shares — an estimated $34K sold.

Global Wealth Management Investment Advisory first reported a position in SHY in Q2 2019 and held it in 4 quarters. The position peaked at $35K in Q1 2022. 1,042 funds tracked by Wall St. Rank hold SHY as of Q3 2022.

Global Wealth Management Investment Advisory reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 416 iShares 1-3 Year Treasury Bond ETF shares in Q3 2022, an estimated $34K.
Global Wealth Management Investment Advisory first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2019 and held it in 4 quarters.
Global Wealth Management Investment Advisory's iShares 1-3 Year Treasury Bond ETF position peaked at $35K in Q1 2022.
1,042 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2022.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2022, filed 19 Oct 2022.