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Graypoint LLC’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Graypoint LLC’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
2023
Q2 		– Sell
-2,889
Closed -$237K – 390
2023
Q1 		$237K Buy
+2,889
New +$235K 0.03% 317
2022
Q3 		– Sell
-2,605
Closed -$216K – 325
2022
Q2 		$216K Buy
+2,605
New +$216K 0.03% 279

Other funds holding SHY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Graypoint LLC's SHY Position: Q2 2023 in Review

Graypoint LLC sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2023, closing a stake of 2,889 shares — an estimated $237K sold.

Graypoint LLC first reported a position in SHY in Q2 2022 and held it in 2 quarters. The position peaked at $237K in Q1 2023. 1,085 funds tracked by Wall St. Rank hold SHY as of Q2 2023.

  • Graypoint LLC reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Graypoint LLC sold 2,889 iShares 1-3 Year Treasury Bond ETF shares in Q2 2023, an estimated $237K.
  • Graypoint LLC first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2022 and held it in 2 quarters.
  • Graypoint LLC's iShares 1-3 Year Treasury Bond ETF position peaked at $237K in Q1 2023.
  • 1,085 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2023.

Based on Graypoint LLC's 13F filing for Q2 2023, filed 21 Jul 2023.