Guidance Point Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-11,877
Closed -$963K 76
2023
Q2
$963K Sell
11,877
-13,311
-53% -$1.09M 0.37% 38
2023
Q1
$2.07M Buy
25,188
+13,967
+124% +$1.14M 0.83% 25
2022
Q4
$911K Buy
+11,221
New +$910K 0.39% 36
2021
Q4
Sell
-193
Closed -$16K 350
2021
Q3
$16K Buy
+193
New +$16.6K 0.01% 222

Other funds holding SHY

Guidance Point Advisors's SHY Position: Q3 2023 in Review

Guidance Point Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2023, closing a stake of 11,877 shares — an estimated $963K sold.

Guidance Point Advisors first reported a position in SHY in Q3 2021 and held it in 4 quarters. The position peaked at $2.07M in Q1 2023. 1,068 funds tracked by Wall St. Rank hold SHY as of Q3 2023.

  • Guidance Point Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Guidance Point Advisors sold 11,877 iShares 1-3 Year Treasury Bond ETF shares in Q3 2023, an estimated $963K.
  • Guidance Point Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2021 and held it in 4 quarters.
  • Guidance Point Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $2.07M in Q1 2023.
  • 1,068 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2023.

Based on Guidance Point Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.