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Kiwi Wealth Investments Limited Partnership’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Kiwi Wealth Investments Limited Partnership’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 		– Sell
-193,858
Closed -$15.9M – 194
2023
Q1 		$15.9M Buy
+193,858
New +$15.8M 1.03% 28

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's SHY Position: Q2 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2023, closing a stake of 193,858 shares — an estimated $15.9M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in SHY in Q1 2023 and held it in 1 quarter. The position peaked at $15.9M in Q1 2023. 1,086 funds tracked by Wall St. Rank hold SHY as of Q2 2023.

  • Kiwi Wealth Investments Limited Partnership reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 193,858 iShares 1-3 Year Treasury Bond ETF shares in Q2 2023, an estimated $15.9M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2023 and held it in 1 quarter.
  • Kiwi Wealth Investments Limited Partnership's iShares 1-3 Year Treasury Bond ETF position peaked at $15.9M in Q1 2023.
  • 1,086 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q2 2023, filed 15 Aug 2023.