Highview Capital Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Highview Capital 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
2023 Q4	–	Sell	-2,581	Closed	-$209K	–	112
2023 Q3	$209K	Buy	+2,581	New	+$209K	0.12%	102
2023 Q2	–	Sell	-2,586	Closed	-$212K	–	102
2023 Q1	$212K	Sell	2,586 -775	-23%	-$63.2K	0.12%	97
2022 Q4	$273K	Sell	3,361 -133,328	-98%	-$10.8M	0.17%	94
2022 Q3	$11.1M	Buy	136,689 +12,879	+10%	+$1.06M	8.23%	1
2022 Q2	$10.3M	Buy	+123,810	New	+$10.3M	7.88%	2

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Highview Capital Management's SHY Position: Q4 2023 in Review

Highview Capital Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2023, closing a stake of 2,581 shares — an estimated $209K sold.

Highview Capital Management first reported a position in SHY in Q2 2022 and held it in 5 quarters. The position peaked at $11.1M in Q3 2022. 1,119 funds tracked by Wall St. Rank hold SHY as of Q4 2023.

Highview Capital Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
Highview Capital Management sold 2,581 iShares 1-3 Year Treasury Bond ETF shares in Q4 2023, an estimated $209K.
Highview Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2022 and held it in 5 quarters.
Highview Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $11.1M in Q3 2022.
1,119 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2023.

Based on Highview Capital Management's 13F filing for Q4 2023, filed 29 Jan 2024.