JWM
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Jackson Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Jackson Wealth Management’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
2022
Q4 		– Sell
-127,177
Closed -$10.3M – 96
2022
Q3 		$10.3M Buy
127,177
+63,140
+99% +$5.2M 2.03% 11
2022
Q2 		$5.3M Sell
64,037
-292,478
-82% -$24.3M 2.46% 11
2022
Q1 		$29.7M Buy
356,515
+183,174
+106% +$15.5M 4.13% 5
2021
Q4 		$14.8M Buy
173,341
+67,714
+64% +$5.81M 1.88% 16
2021
Q3 		$21K Sell
105,627
-5,229
-5% -$451K 0.25% 56
2021
Q2 		$9.55M Buy
110,856
+1,238
+1% +$107K 1.21% 23
2021
Q1 		$9.46M Sell
109,618
-726
-0.7% -$62.7K 1.42% 19
2020
Q4 		$9.53M Sell
110,344
-190,330
-63% -$16.4M 1.3% 15
2020
Q3 		$26M Buy
300,674
+177,748
+145% +$15.4M 3.9% 8
2020
Q2 		$10.6M Sell
122,926
-40,731
-25% -$3.53M 1.89% 12
2020
Q1 		$14.2M Buy
+163,657
New +$14M 2.96% 7
2019
Q1 		– Sell
-13,118
Closed -$1.1M – 90
2018
Q4 		$1.1M Buy
+13,118
New +$1.09M 0.33% 70
2018
Q2 		– Sell
-14,318
Closed -$1.19M – 98
2018
Q1 		$1.19M Buy
+14,318
New +$1.2M 0.33% 83
2015
Q4 		– Sell
-61,767
Closed -$5.25M – 108
2015
Q3 		$5.25M Buy
+61,767
New +$5.24M 1.88% 9
2015
Q1 		– Sell
-3,721
Closed -$314K – 133
2014
Q4 		$314K Buy
+3,721
New +$315K 0.1% 100

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Jackson Wealth Management's SHY Position: Q4 2022 in Review

Jackson Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2022, closing a stake of 127,177 shares — an estimated $10.3M sold.

Jackson Wealth Management first reported a position in SHY in Q4 2014 and held it in 15 quarters. The position peaked at $29.7M in Q1 2022. 1,111 funds tracked by Wall St. Rank hold SHY as of Q4 2022.

  • Jackson Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Jackson Wealth Management sold 127,177 iShares 1-3 Year Treasury Bond ETF shares in Q4 2022, an estimated $10.3M.
  • Jackson Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2014 and held it in 15 quarters.
  • Jackson Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $29.7M in Q1 2022.
  • 1,111 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2022.

Based on Jackson Wealth Management's 13F filing for Q4 2022, filed 10 Feb 2023.