IBEX Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
Other funds holding SHY
BL
IBEX Wealth Advisors's SHY Position: Q1 2023 in Review
IBEX Wealth Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2023, closing a stake of 15,709 shares — an estimated $1.27M sold.
IBEX Wealth Advisors first reported a position in SHY in Q2 2019 and held it in 2 quarters. The position peaked at $1.27M in Q4 2022. 1,106 funds tracked by Wall St. Rank hold SHY as of Q1 2023.
- IBEX Wealth Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
- IBEX Wealth Advisors sold 15,709 iShares 1-3 Year Treasury Bond ETF shares in Q1 2023, an estimated $1.27M.
- IBEX Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2019 and held it in 2 quarters.
- IBEX Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $1.27M in Q4 2022.
- 1,106 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2023.
Based on IBEX Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.