Integrated Investment Consultants’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Integrated Investment Consultants’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 Q1	–	Sell	-22,878	Closed	-$1.86M	–	288
2022 Q4	$1.86M	Hold	22,878	–	–	0.63%	29
2022 Q3	$1.86M	Buy	22,878 +3,061	+15%	+$252K	0.74%	24
2022 Q2	$1.64M	Sell	19,817 -19,471	-50%	-$1.62M	0.59%	30
2022 Q1	$3.27M	Buy	+39,288	New	+$3.32M	0.89%	21
2018 Q2	–	Sell	-15,633	Closed	-$1.31M	–	606
2018 Q1	$1.31M	Buy	+15,633	New	+$1.31M	0.52%	28
2017 Q3	$1.32M	Hold	15,633	–	–	0.57%	23
2017 Q2	$1.32M	Sell	15,633 -477	-3%	-$40.3K	0.6%	22
2017 Q1	$1.36M	Hold	16,110	–	–	0.62%	21
2016 Q4	$1.36M	Hold	16,110	–	–	0.65%	21
2016 Q3	$1.37M	Hold	16,110	–	–	0.7%	19
2016 Q2	$1.38M	Sell	16,110 -45	-0.3%	-$3.83K	0.78%	22
2016 Q1	$1.37M	Buy	+16,155	New	+$1.37M	0.79%	17

Other funds holding SHY

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

Integrated Investment Consultants's SHY Position: Q1 2023 in Review

Integrated Investment Consultants sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2023, closing a stake of 22,878 shares — an estimated $1.86M sold.

Integrated Investment Consultants first reported a position in SHY in Q1 2016 and held it in 12 quarters. The position peaked at $3.27M in Q1 2022. 1,105 funds tracked by Wall St. Rank hold SHY as of Q1 2023.

Integrated Investment Consultants reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
Integrated Investment Consultants sold 22,878 iShares 1-3 Year Treasury Bond ETF shares in Q1 2023, an estimated $1.86M.
Integrated Investment Consultants first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2016 and held it in 12 quarters.
Integrated Investment Consultants's iShares 1-3 Year Treasury Bond ETF position peaked at $3.27M in Q1 2022.
1,105 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2023.

Based on Integrated Investment Consultants's 13F filing for Q1 2023, filed 18 Jul 2023.