Karp Capital Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Karp Capital 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 Q1	–	Sell	-2,745	Closed	-$235K	–	161
2021 Q4	$235K	Sell	2,745 -1,214	-31%	-$104K	0.03%	141
2021 Q3	$341K	Sell	3,959 -522	-12%	-$45K	0.05%	133
2021 Q2	$386K	Sell	4,481 -15,688	-78%	-$1.35M	0.06%	128
2021 Q1	$1.74M	Buy	20,169 +184	+0.9%	+$15.9K	0.31%	76
2020 Q4	$1.73M	Sell	19,985 -651	-3%	-$56.2K	0.36%	70
2020 Q3	$1.78M	Buy	20,636 +16,157	+361%	+$1.4M	0.44%	63
2020 Q2	$388K	Buy	+4,479	New	+$388K	0.11%	74
2019 Q3	–	Sell	-3,604	Closed	-$306K	–	106
2019 Q2	$306K	Sell	3,604 -2,400	-40%	-$202K	0.1%	94
2019 Q1	$505K	Buy	6,004 +6,000	+150,000%	+$502K	0.18%	88
2018 Q4	$0	Buy	+4	New	+$332	﹤0.01%	416
2015 Q4	–	Sell	-268	Closed	-$23K	–	251
2015 Q3	$23K	Hold	268	–	–	0.02%	222
2015 Q2	$23K	Hold	268	–	–	0.02%	238
2015 Q1	$23K	Hold	268	–	–	0.02%	236
2014 Q4	$23K	Buy	+268	New	+$22.7K	0.02%	229

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

PineBridge Investments New York $12.1B AUM 33.46% 1-Year Est. Return

Karp Capital Management's SHY Position: Q1 2022 in Review

Karp Capital Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2022, closing a stake of 2,745 shares — an estimated $235K sold.

Karp Capital Management first reported a position in SHY in Q4 2014 and held it in 14 quarters. The position peaked at $1.78M in Q3 2020. 922 funds tracked by Wall St. Rank hold SHY as of Q1 2022.

Karp Capital Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
Karp Capital Management sold 2,745 iShares 1-3 Year Treasury Bond ETF shares in Q1 2022, an estimated $235K.
Karp Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2014 and held it in 14 quarters.
Karp Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $1.78M in Q3 2020.
922 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2022.

Based on Karp Capital Management's 13F filing for Q1 2022, filed 11 Apr 2022.