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

HawsGoodwin Investment Management’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	$8K	Sell	95 -72	-43%	-$6.18K	﹤0.01%	105
2021 Q3	$14K	Sell	167 -76	-31%	-$6.55K	﹤0.01%	102
2021 Q2	$21K	Sell	243 -10,385	-98%	-$896K	0.01%	97
2021 Q1	$917K	Buy	+10,628	New	+$917K	0.29%	71

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

HawsGoodwin Investment Management's SHY Position: Q4 2021 in Review

HawsGoodwin Investment Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 43% in Q4 2021, selling an estimated $6.18K and leaving 95 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #105.

HawsGoodwin Investment Management first reported a position in SHY in Q1 2021 and has held it in 4 quarters since. The position peaked at $917K in Q1 2021. 915 funds tracked by Wall St. Rank hold SHY as of Q4 2021.

HawsGoodwin Investment Management held 95 shares of iShares 1-3 Year Treasury Bond ETF worth $8K as of Q4 2021.
HawsGoodwin Investment Management sold 72 iShares 1-3 Year Treasury Bond ETF shares in Q4 2021, an estimated $6.18K.
iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of HawsGoodwin Investment Management's portfolio in Q4 2021, its #105 holding.
HawsGoodwin Investment Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2021 and has held it in 4 quarters since.
HawsGoodwin Investment Management's iShares 1-3 Year Treasury Bond ETF position peaked at $917K in Q1 2021.
915 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2021.

Based on HawsGoodwin Investment Management's 13F filing for Q4 2021, filed 9 Feb 2022.