Latitude Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-132,767
Closed -$11.1M 292
2022
Q1
$11.1M Buy
132,767
+88,664
+201% +$7.49M 2.49% 7
2021
Q4
$3.77M Buy
+44,103
New +$3.78M 1.05% 13

Other funds holding SHY

Latitude Advisors's SHY Position: Q2 2022 in Review

Latitude Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2022, closing a stake of 132,767 shares — an estimated $11.1M sold.

Latitude Advisors first reported a position in SHY in Q4 2021 and held it in 2 quarters. The position peaked at $11.1M in Q1 2022. 996 funds tracked by Wall St. Rank hold SHY as of Q2 2022.

  • Latitude Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Latitude Advisors sold 132,767 iShares 1-3 Year Treasury Bond ETF shares in Q2 2022, an estimated $11.1M.
  • Latitude Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and held it in 2 quarters.
  • Latitude Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $11.1M in Q1 2022.
  • 996 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2022.

Based on Latitude Advisors's 13F filing for Q2 2022, filed 28 Jul 2022.