Kistler-Tiffany Companies’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Kistler-Tiffany Companies’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 Q2	$589K	Buy	+7,270	New	+$594K	0.1%	168
2016 Q3	–	Sell	-125	Closed	-$11K	–	678
2016 Q2	$11K	Sell	125 -144	-54%	-$12.2K	0.01%	422
2016 Q1	$23K	Sell	269 -584	-68%	-$49.5K	0.01%	341
2015 Q4	$72K	Buy	853 +584	+217%	+$49.5K	0.04%	220
2015 Q3	$23K	Sell	269 -6	-2%	-$509	0.01%	338
2015 Q2	$23K	Hold	275	–	–	0.01%	358
2015 Q1	$23K	Hold	275	–	–	0.01%	344
2014 Q4	$23K	Buy	+275	New	+$23.3K	0.02%	344
2014 Q3	–	Sell	-170	Closed	-$14K	–	678
2014 Q2	$14K	Hold	170	–	–	0.01%	397
2014 Q1	$14K	Hold	170	–	–	0.01%	384
2013 Q4	$14K	Hold	170	–	–	0.01%	394
2013 Q3	$14K	Buy	+170	New	+$14.3K	0.01%	391

Other funds holding SHY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

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

Kistler-Tiffany Companies's SHY Position: Q2 2023 in Review

Kistler-Tiffany Companies opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2023: 7,270 shares worth $589K. The stake represents 0.1% of the portfolio and ranks #168 among its holdings. This is a return to the name: Kistler-Tiffany Companies previously reported a position in SHY as recently as Q2 2016.

Kistler-Tiffany Companies first reported a position in SHY in Q3 2013 and has held it in 12 quarters since. 1,086 funds tracked by Wall St. Rank hold SHY as of Q2 2023.

Kistler-Tiffany Companies held 7,270 shares of iShares 1-3 Year Treasury Bond ETF worth $589K as of Q2 2023.
iShares 1-3 Year Treasury Bond ETF was a new Kistler-Tiffany Companies position in Q2 2023.
iShares 1-3 Year Treasury Bond ETF made up 0.1% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #168 holding.
Kistler-Tiffany Companies first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2013 and has held it in 12 quarters since.
1,086 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.