Greystone Financial Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Greystone Financial Group’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
2021 Q4	–	Sell	-220,304	Closed	-$19M	–	92
2021 Q3	$19M	Sell	220,304 -1,700	-0.8%	-$147K	5.64%	2
2021 Q2	$19.1M	Sell	222,004 -2,261	-1%	-$195K	4.76%	3
2021 Q1	$19.3M	Buy	224,265 +211,580	+1,668%	+$18.3M	4.86%	2
2020 Q4	$1.1M	Buy	+12,685	New	+$1.1M	0.3%	59

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

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

Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

Greystone Financial Group's SHY Position: Q4 2021 in Review

Greystone Financial Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2021, closing a stake of 220,304 shares — an estimated $19M sold.

Greystone Financial Group first reported a position in SHY in Q4 2020 and held it in 4 quarters. The position peaked at $19.3M in Q1 2021. 915 funds tracked by Wall St. Rank hold SHY as of Q4 2021.

Greystone Financial Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
Greystone Financial Group sold 220,304 iShares 1-3 Year Treasury Bond ETF shares in Q4 2021, an estimated $19M.
Greystone Financial Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and held it in 4 quarters.
Greystone Financial Group's iShares 1-3 Year Treasury Bond ETF position peaked at $19.3M in Q1 2021.
915 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2021.

Based on Greystone Financial Group's 13F filing for Q4 2021, filed 1 Feb 2022.