Hayden Royal’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Hayden Royal’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	$150K	Buy	+1,755	New	+$151K	0.35%	99
2021 Q3	–	Sell	-2,792	Closed	-$241K	–	177
2021 Q2	$241K	Sell	2,792 -2,866	-51%	-$247K	0.13%	161
2021 Q1	$488K	Buy	+5,658	New	+$488K	0.28%	85
2020 Q4	–	Sell	-3,601	Closed	-$311K	–	538
2020 Q3	$311K	Buy	+3,601	New	+$312K	0.17%	138
2020 Q2	–	Sell	-26,975	Closed	-$2.34M	–	240
2020 Q1	$2.34M	Buy	+26,975	New	+$2.3M	1.38%	14
2019 Q4	–	Sell	-4,791	Closed	-$406K	–	242
2019 Q3	$406K	Buy	4,791 +986	+26%	+$83.6K	0.36%	92
2019 Q2	$322K	Buy	3,805 +415	+12%	+$34.9K	0.34%	96
2019 Q1	$285K	Sell	3,390 -11,914	-78%	-$997K	0.37%	86
2018 Q4	$1.28M	Buy	+15,304	New	+$1.27M	0.65%	41

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

Hayden Royal's SHY Position: Q4 2021 in Review

Hayden Royal opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2021: 1,755 shares worth $150K. The stake represents 0.35% of the portfolio and ranks #99 among its holdings. This is a return to the name: Hayden Royal previously reported a position in SHY as recently as Q2 2021.

Hayden Royal first reported a position in SHY in Q4 2018 and has held it in 9 quarters since. The position peaked at $2.34M in Q1 2020. 915 funds tracked by Wall St. Rank hold SHY as of Q4 2021.

Hayden Royal held 1,755 shares of iShares 1-3 Year Treasury Bond ETF worth $150K as of Q4 2021.
iShares 1-3 Year Treasury Bond ETF was a new Hayden Royal position in Q4 2021.
iShares 1-3 Year Treasury Bond ETF made up 0.35% of Hayden Royal's portfolio in Q4 2021, its #99 holding.
Hayden Royal first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and has held it in 9 quarters since.
Hayden Royal's iShares 1-3 Year Treasury Bond ETF position peaked at $2.34M in Q1 2020.
915 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2021.

Based on Hayden Royal's 13F filing for Q4 2021, filed 7 Feb 2022.