HA
SHY icon

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

Herold Advisors’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
Q2 		– Sell
-165
Closed -$13.8K – 585
2022
Q1 		$13.8K Buy
+165
New +$13.9K ﹤0.01% 560
2021
Q4 		– Sell
-165
Closed -$14K – 563
2021
Q3 		$14K Buy
+165
New +$14.2K 0.01% 561

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Herold Advisors's SHY Position: Q2 2022 in Review

Herold Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2022, closing a stake of 165 shares — an estimated $13.8K sold.

Herold Advisors first reported a position in SHY in Q3 2021 and held it in 2 quarters. The position peaked at $14K in Q3 2021. 995 funds tracked by Wall St. Rank hold SHY as of Q2 2022.

  • Herold Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 165 iShares 1-3 Year Treasury Bond ETF shares in Q2 2022, an estimated $13.8K.
  • Herold Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $14K in Q3 2021.
  • 995 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.