Graves Light Lenhart Wealth’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Graves Light Lenhart Wealth’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	-124	Closed	-$10K	–	521
2022 Q2	$10K	Hold	124	–	–	﹤0.01%	484
2022 Q1	$10K	Hold	124	–	–	﹤0.01%	545
2021 Q4	$11K	Hold	124	–	–	﹤0.01%	593
2021 Q3	$11K	Hold	124	–	–	﹤0.01%	551
2021 Q2	$11K	Hold	124	–	–	﹤0.01%	551
2021 Q1	$11K	Buy	124 +4	+3%	+$345	﹤0.01%	562
2020 Q4	$10K	Buy	+120	New	+$10.4K	﹤0.01%	552

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 $49B AUM 17.78% 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

Graves Light Lenhart Wealth's SHY Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2022, closing a stake of 124 shares — an estimated $10K sold.

Graves Light Lenhart Wealth first reported a position in SHY in Q4 2020 and held it in 7 quarters. The position peaked at $11K in Q4 2021. 1,041 funds tracked by Wall St. Rank hold SHY as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 124 iShares 1-3 Year Treasury Bond ETF shares in Q3 2022, an estimated $10K.
Graves Light Lenhart Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's iShares 1-3 Year Treasury Bond ETF position peaked at $11K in Q4 2021.
1,041 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.