Icon Wealth Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Icon Wealth Partners’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 Q3	$801K	Buy	9,898 +1,028	+12%	+$83.2K	0.09%	137
2023 Q2	$719K	Buy	8,870 +5,328	+150%	+$436K	0.08%	156
2023 Q1	$291K	Buy	+3,542	New	+$289K	0.03%	262
2022 Q2	–	Sell	-5,261	Closed	-$439K	–	333
2022 Q1	$439K	Sell	5,261 -3,461	-40%	-$292K	0.04%	223
2021 Q4	$746K	Buy	8,722 +2,159	+33%	+$185K	0.07%	174
2021 Q3	$565K	Buy	6,563 +713	+12%	+$61.5K	0.06%	213
2021 Q2	$504K	Buy	+5,850	New	+$505K	0.05%	225
2018 Q1	–	Sell	-76	Closed	-$6K	–	642
2017 Q4	$6K	Buy	+76	New	+$6.39K	﹤0.01%	762

Other funds holding SHY

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

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

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

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Icon Wealth Partners's SHY Position: Q3 2023 in Review

Icon Wealth Partners increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 12% in Q3 2023, buying an estimated $83.2K and bringing the position to 9,898 shares worth $801K. The position accounts for 0.09% of the portfolio, ranked #137.

Icon Wealth Partners first reported a position in SHY in Q4 2017 and has held it in 8 quarters since. 1,068 funds tracked by Wall St. Rank hold SHY as of Q3 2023.

Icon Wealth Partners held 9,898 shares of iShares 1-3 Year Treasury Bond ETF worth $801K as of Q3 2023.
Icon Wealth Partners bought 1,028 iShares 1-3 Year Treasury Bond ETF shares in Q3 2023, an estimated $83.2K.
iShares 1-3 Year Treasury Bond ETF made up 0.09% of Icon Wealth Partners's portfolio in Q3 2023, its #137 holding.
Icon Wealth Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2017 and has held it in 8 quarters since.
1,068 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.