Intercontinental Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
Other funds holding SHY
BL
Intercontinental Wealth Advisors's SHY Position: Q2 2023 in Review
Intercontinental Wealth Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 14% in Q2 2023, selling an estimated $518K and leaving 37,459 shares worth $3.04M. The position accounts for 0.73% of the portfolio, ranked #20.
Intercontinental Wealth Advisors first reported a position in SHY in Q1 2023 and has held it in 2 quarters since. The position peaked at $3.6M in Q1 2023. 1,086 funds tracked by Wall St. Rank hold SHY as of Q2 2023.
- Intercontinental Wealth Advisors held 37,459 shares of iShares 1-3 Year Treasury Bond ETF worth $3.04M as of Q2 2023.
- Intercontinental Wealth Advisors sold 6,340 iShares 1-3 Year Treasury Bond ETF shares in Q2 2023, an estimated $518K.
- iShares 1-3 Year Treasury Bond ETF made up 0.73% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #20 holding.
- Intercontinental Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2023 and has held it in 2 quarters since.
- Intercontinental Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $3.6M in Q1 2023.
- 1,086 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2023.
Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.