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HighTower Trust’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

HighTower Trust’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
Q3 		– Sell
-2,518
Closed -$578 – 307
2022
Q2 		$578 Buy
+2,518
New +$209K 0.06% 139

Other funds holding SHY

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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
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
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HighTower Trust's SHY Position: Q3 2022 in Review

HighTower Trust sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2022, closing a stake of 2,518 shares — an estimated $578 sold.

HighTower Trust first reported a position in SHY in Q2 2022 and held it in 1 quarter. The position peaked at $578 in Q2 2022. 1,041 funds tracked by Wall St. Rank hold SHY as of Q3 2022.

  • HighTower Trust reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
  • HighTower Trust sold 2,518 iShares 1-3 Year Treasury Bond ETF shares in Q3 2022, an estimated $578.
  • HighTower Trust first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2022 and held it in 1 quarter.
  • HighTower Trust's iShares 1-3 Year Treasury Bond ETF position peaked at $578 in Q2 2022.
  • 1,041 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2022.

Based on HighTower Trust's 13F filing for Q3 2022, filed 7 Oct 2022.