Integer Wealth Advisors Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
$9.38M Buy
108,730
+53,327
+96% +$4.6M 5.11% 4
2020
Q4
$4.78M Buy
55,403
+49,817
+892% +$4.3M 3.15% 9
2020
Q3
$483K Buy
+5,586
New +$483K 0.44% 39

Other funds holding SHY

Integer Wealth Advisors Group's SHY Position: Q1 2021 in Review

Integer Wealth Advisors Group increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 96% in Q1 2021, buying an estimated $4.6M and bringing the position to 108,730 shares worth $9.38M. The position accounts for 5.11% of the portfolio, ranked #4.

Integer Wealth Advisors Group first reported a position in SHY in Q3 2020 and has held it in 3 quarters since. 889 funds tracked by Wall St. Rank hold SHY as of Q1 2021.

  • Integer Wealth Advisors Group held 108,730 shares of iShares 1-3 Year Treasury Bond ETF worth $9.38M as of Q1 2021.
  • Integer Wealth Advisors Group bought 53,327 iShares 1-3 Year Treasury Bond ETF shares in Q1 2021, an estimated $4.6M.
  • iShares 1-3 Year Treasury Bond ETF made up 5.11% of Integer Wealth Advisors Group's portfolio in Q1 2021, its #4 holding.
  • Integer Wealth Advisors Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2020 and has held it in 3 quarters since.
  • 889 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2021.

Based on Integer Wealth Advisors Group's 13F filing for Q1 2021, filed 12 Apr 2021.