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Legacy Capital Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Legacy Capital Partners’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
Q1 		$438K Buy
+5,252
New +$444K 0.14% 111

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AssetMark Inc
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
PI
PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return

Legacy Capital Partners's SHY Position: Q1 2022 in Review

Legacy Capital Partners opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2022: 5,252 shares worth $438K. The stake represents 0.14% of the portfolio and ranks #111 among its holdings.

924 funds tracked by Wall St. Rank hold SHY as of Q1 2022.

  • Legacy Capital Partners held 5,252 shares of iShares 1-3 Year Treasury Bond ETF worth $438K as of Q1 2022.
  • iShares 1-3 Year Treasury Bond ETF was a new Legacy Capital Partners position in Q1 2022.
  • iShares 1-3 Year Treasury Bond ETF made up 0.14% of Legacy Capital Partners's portfolio in Q1 2022, its #111 holding.
  • 924 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2022.

Based on Legacy Capital Partners's 13F filing for Q1 2022, filed 11 Apr 2022.