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Leelyn Smith’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Leelyn Smith’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 		– Sell
-199
Closed -$16K – 505
2022
Q3 		$16K Sell
199
-239
-55% -$19.7K 0.01% 252
2022
Q2 		$36K Buy
438
+219
+100% +$18.2K 0.01% 209
2022
Q1 		$18K Sell
219
-1,033
-83% -$87.3K ﹤0.01% 252
2021
Q4 		$107K Sell
1,252
-321
-20% -$27.5K 0.03% 160
2021
Q3 		$136K Sell
1,573
-15
-0.9% -$1.29K 0.04% 133
2021
Q2 		$137K Sell
1,588
-36
-2% -$3.1K 0.04% 139
2021
Q1 		$140K Sell
1,624
-51
-3% -$4.4K 0.04% 141
2020
Q4 		$145K Sell
1,675
-1,167
-41% -$101K 0.05% 135
2020
Q3 		$56K Buy
2,842
+1,308
+85% +$113K 0.02% 182
2020
Q2 		$133K Buy
1,534
+402
+36% +$34.8K 0.05% 137
2020
Q1 		$563K Buy
+1,132
New +$96.7K 0.3% 68

Other funds holding SHY

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
JP Morgan Chase
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Leelyn Smith's SHY Position: Q4 2022 in Review

Leelyn Smith sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2022, closing a stake of 199 shares — an estimated $16K sold.

Leelyn Smith first reported a position in SHY in Q1 2020 and held it in 11 quarters. The position peaked at $563K in Q1 2020. 1,110 funds tracked by Wall St. Rank hold SHY as of Q4 2022.

  • Leelyn Smith reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Leelyn Smith sold 199 iShares 1-3 Year Treasury Bond ETF shares in Q4 2022, an estimated $16K.
  • Leelyn Smith first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2020 and held it in 11 quarters.
  • Leelyn Smith's iShares 1-3 Year Treasury Bond ETF position peaked at $563K in Q1 2020.
  • 1,110 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2022.

Based on Leelyn Smith's 13F filing for Q4 2022, filed 10 Feb 2023.