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

Keebeck 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
Q3 		– Sell
-15,583
Closed -$1.29M – 242
2022
Q2 		$1.29M Buy
+15,583
New +$1.29M 0.25% 91

Other funds holding SHY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Keebeck Wealth Management's SHY Position: Q3 2022 in Review

Keebeck Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2022, closing a stake of 15,583 shares — an estimated $1.29M sold.

Keebeck Wealth Management first reported a position in SHY in Q2 2022 and held it in 1 quarter. The position peaked at $1.29M in Q2 2022. 1,041 funds tracked by Wall St. Rank hold SHY as of Q3 2022.

  • Keebeck Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Keebeck Wealth Management sold 15,583 iShares 1-3 Year Treasury Bond ETF shares in Q3 2022, an estimated $1.29M.
  • Keebeck Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2022 and held it in 1 quarter.
  • Keebeck Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $1.29M in Q2 2022.
  • 1,041 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2022.

Based on Keebeck Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.