Heritage Wealth Management (Arizona)’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$1.74M	Buy	21,416 +10,411	+95%	+$845K	0.25%	68
2022 Q3	$894K	Buy	11,005 +2,495	+29%	+$205K	0.29%	61
2022 Q2	$705K	Buy	8,510 +8,507	+283,567%	+$706K	0.23%	74
2022 Q1	$0	Buy	+3	New	+$254	﹤0.01%	996
2021 Q3	$0	Sell	3 -56	-95%	-$4.83K	﹤0.01%	925
2021 Q2	$5K	Sell	59 -422	-88%	-$36.4K	﹤0.01%	756
2021 Q1	$41K	Buy	+481	New	+$41.5K	0.02%	407

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s SHY Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 95% in Q4 2022, buying an estimated $845K and bringing the position to 21,416 shares worth $1.74M. The position accounts for 0.25% of the portfolio, ranked #68.

Heritage Wealth Management (Arizona) first reported a position in SHY in Q1 2021 and has held it in 7 quarters since. 1,110 funds tracked by Wall St. Rank hold SHY as of Q4 2022.

Heritage Wealth Management (Arizona) held 21,416 shares of iShares 1-3 Year Treasury Bond ETF worth $1.74M as of Q4 2022.
Heritage Wealth Management (Arizona) bought 10,411 iShares 1-3 Year Treasury Bond ETF shares in Q4 2022, an estimated $845K.
iShares 1-3 Year Treasury Bond ETF made up 0.25% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #68 holding.
Heritage Wealth Management (Arizona) first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2021 and has held it in 7 quarters since.
1,110 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.