Karn Couzens & Associates’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Karn Couzens & Associates’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 Q1	$7.32M	Sell	87,832 -14,249	-14%	-$1.2M	4.65%	7
2021 Q4	$8.73M	Sell	102,081 -2,948	-3%	-$253K	5.99%	4
2021 Q3	$9.05M	Sell	105,029 -454	-0.4%	-$39.1K	6.89%	3
2021 Q2	$9.09M	Buy	105,483 +6,672	+7%	+$575K	7.05%	3
2021 Q1	$8.52M	Buy	98,811 +4,499	+5%	+$388K	7.65%	2
2020 Q4	$8.15M	Buy	+94,312	New	+$8.15M	7.72%	2

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return

Karn Couzens & Associates's SHY Position: Q1 2022 in Review

Karn Couzens & Associates reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 14% in Q1 2022, selling an estimated $1.2M and leaving 87,832 shares worth $7.32M. The position accounts for 4.65% of the portfolio, ranked #7.

Karn Couzens & Associates first reported a position in SHY in Q4 2020 and has held it in 6 quarters since. The position peaked at $9.09M in Q2 2021. 924 funds tracked by Wall St. Rank hold SHY as of Q1 2022.

Karn Couzens & Associates held 87,832 shares of iShares 1-3 Year Treasury Bond ETF worth $7.32M as of Q1 2022.
Karn Couzens & Associates sold 14,249 iShares 1-3 Year Treasury Bond ETF shares in Q1 2022, an estimated $1.2M.
iShares 1-3 Year Treasury Bond ETF made up 4.65% of Karn Couzens & Associates's portfolio in Q1 2022, its #7 holding.
Karn Couzens & Associates first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and has held it in 6 quarters since.
Karn Couzens & Associates's iShares 1-3 Year Treasury Bond ETF position peaked at $9.09M in Q2 2021.
924 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2022.

Based on Karn Couzens & Associates's 13F filing for Q1 2022, filed 19 Apr 2022.