LCM Capital Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

LCM Capital 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
2022 Q3	–	Sell	-2,633	Closed	-$218K	–	89
2022 Q2	$218K	Sell	2,633 -2,000	-43%	-$166K	0.21%	74
2022 Q1	$386K	Hold	4,633	–	–	0.31%	53
2021 Q4	$396K	Hold	4,633	–	–	0.31%	53
2021 Q3	$399K	Buy	+4,633	New	+$399K	0.34%	52
2021 Q2	–	Sell	-3,405	Closed	-$294K	–	87
2021 Q1	$294K	Buy	+3,405	New	+$294K	0.26%	61

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

LCM Capital Management's SHY Position: Q3 2022 in Review

LCM Capital Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2022, closing a stake of 2,633 shares — an estimated $218K sold.

LCM Capital Management first reported a position in SHY in Q1 2021 and held it in 5 quarters. The position peaked at $399K in Q3 2021. 1,042 funds tracked by Wall St. Rank hold SHY as of Q3 2022.

LCM Capital Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
LCM Capital Management sold 2,633 iShares 1-3 Year Treasury Bond ETF shares in Q3 2022, an estimated $218K.
LCM Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2021 and held it in 5 quarters.
LCM Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $399K in Q3 2021.
1,042 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2022.

Based on LCM Capital Management's 13F filing for Q3 2022, filed 14 Oct 2022.