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

Laidlaw 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
2023 Q1	–	Sell	-8,428	Closed	-$684K	–	374
2022 Q4	$684K	Buy	8,428 +369	+5%	+$29.9K	0.15%	158
2022 Q3	$654K	Buy	+8,059	New	+$663K	0.15%	153
2022 Q2	–	Sell	-2,520	Closed	-$210K	–	407
2022 Q1	$210K	Hold	2,520	–	–	0.04%	365
2021 Q4	$216K	Buy	+2,520	New	+$216K	0.03%	373
2021 Q1	–	Sell	-11,180	Closed	-$966K	–	343
2020 Q4	$966K	Buy	+11,180	New	+$966K	0.2%	125

Other funds holding SHY

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Laidlaw Wealth Management's SHY Position: Q1 2023 in Review

Laidlaw Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2023, closing a stake of 8,428 shares — an estimated $684K sold.

Laidlaw Wealth Management first reported a position in SHY in Q4 2020 and held it in 5 quarters. The position peaked at $966K in Q4 2020. 1,105 funds tracked by Wall St. Rank hold SHY as of Q1 2023.

Laidlaw Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 8,428 iShares 1-3 Year Treasury Bond ETF shares in Q1 2023, an estimated $684K.
Laidlaw Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and held it in 5 quarters.
Laidlaw Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $966K in Q4 2020.
1,105 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2023.

Based on Laidlaw Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.