HWM
SHY icon

Hohimer Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Hohimer Wealth 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
2022
Q4 		– Sell
-2,691
Closed -$219K – 197
2022
Q3 		$219K Sell
2,691
-323
-11% -$26.6K 0.07% 162
2022
Q2 		$250K Buy
+3,014
New +$250K 0.07% 165

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Hohimer Wealth Management's SHY Position: Q4 2022 in Review

Hohimer Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2022, closing a stake of 2,691 shares — an estimated $219K sold.

Hohimer Wealth Management first reported a position in SHY in Q2 2022 and held it in 2 quarters. The position peaked at $250K in Q2 2022. 1,110 funds tracked by Wall St. Rank hold SHY as of Q4 2022.

  • Hohimer Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Hohimer Wealth Management sold 2,691 iShares 1-3 Year Treasury Bond ETF shares in Q4 2022, an estimated $219K.
  • Hohimer Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2022 and held it in 2 quarters.
  • Hohimer Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $250K in Q2 2022.
  • 1,110 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2022.

Based on Hohimer Wealth Management's 13F filing for Q4 2022, filed 1 Feb 2023.