Investors Research Corp’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Investors Research Corp’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 Q4	–	Sell	-276	Closed	-$22.3K	–	1090
2023 Q3	$22.3K	Hold	276	–	–	0.01%	624
2023 Q2	$22.4K	Hold	276	–	–	0.01%	633
2023 Q1	$22.7K	Hold	276	–	–	0.01%	646
2022 Q4	$22.4K	Hold	276	–	–	0.01%	645
2022 Q3	$22K	Hold	276	–	–	0.01%	638
2022 Q2	$23K	Sell	276 -401	-59%	-$33.3K	0.01%	632
2022 Q1	$56K	Hold	677	–	–	0.02%	503
2021 Q4	$58K	Hold	677	–	–	0.02%	498
2021 Q3	$58K	Hold	677	–	–	0.02%	496
2021 Q2	$58K	Buy	677 +96	+17%	+$8.28K	0.02%	502
2021 Q1	$50K	Buy	581 +142	+32%	+$12.3K	0.02%	513
2020 Q4	$38K	Buy	439 +163	+59%	+$14.1K	0.02%	592
2020 Q3	$24K	Buy	+276	New	+$23.9K	0.01%	645

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Investors Research Corp's SHY Position: Q4 2023 in Review

Investors Research Corp sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2023, closing a stake of 276 shares — an estimated $22.3K sold.

Investors Research Corp first reported a position in SHY in Q3 2020 and held it in 13 quarters. The position peaked at $58K in Q4 2021. 1,119 funds tracked by Wall St. Rank hold SHY as of Q4 2023.

Investors Research Corp reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
Investors Research Corp sold 276 iShares 1-3 Year Treasury Bond ETF shares in Q4 2023, an estimated $22.3K.
Investors Research Corp first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2020 and held it in 13 quarters.
Investors Research Corp's iShares 1-3 Year Treasury Bond ETF position peaked at $58K in Q4 2021.
1,119 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2023.

Based on Investors Research Corp's 13F filing for Q4 2023, filed 30 Jan 2024.