Laurel Wealth Advisors (California)’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Laurel Wealth Advisors (California)’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 Q4	$2.73M	Sell	33,577 -9,369	-22%	-$760K	0.27%	90
2022 Q3	$3.49M	Buy	42,946 +2,131	+5%	+$175K	0.37%	69
2022 Q2	$3.38M	Buy	40,815 +37,531	+1,143%	+$3.11M	0.34%	75
2022 Q1	$274K	Buy	+3,284	New	+$278K	0.02%	617
2021 Q4	–	Sell	-3,723	Closed	-$321K	–	780
2021 Q3	$321K	Buy	+3,723	New	+$321K	0.06%	321
2020 Q4	–	Sell	-2,555	Closed	-$221K	–	433
2020 Q3	$221K	Buy	+2,555	New	+$221K	0.04%	371
2020 Q2	–	Sell	-31,776	Closed	-$2.75M	–	391
2020 Q1	$2.75M	Buy	31,776 +29,312	+1,190%	+$2.5M	0.63%	37
2019 Q4	$209K	Buy	+2,464	New	+$209K	0.04%	430

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Laurel Wealth Advisors (California)'s SHY Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 22% in Q4 2022, selling an estimated $760K and leaving 33,577 shares worth $2.73M. The position accounts for 0.27% of the portfolio, ranked #90.

Laurel Wealth Advisors (California) first reported a position in SHY in Q4 2019 and has held it in 8 quarters since. The position peaked at $3.49M in Q3 2022. 1,110 funds tracked by Wall St. Rank hold SHY as of Q4 2022.

Laurel Wealth Advisors (California) held 33,577 shares of iShares 1-3 Year Treasury Bond ETF worth $2.73M as of Q4 2022.
Laurel Wealth Advisors (California) sold 9,369 iShares 1-3 Year Treasury Bond ETF shares in Q4 2022, an estimated $760K.
iShares 1-3 Year Treasury Bond ETF made up 0.27% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #90 holding.
Laurel Wealth Advisors (California) first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and has held it in 8 quarters since.
Laurel Wealth Advisors (California)'s iShares 1-3 Year Treasury Bond ETF position peaked at $3.49M in Q3 2022.
1,110 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.