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

Legacy Trust’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
2023 Q2	–	Sell	-3,250	Closed	-$267K	–	167
2023 Q1	$267K	Buy	+3,250	New	+$265K	0.08%	135

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Legacy Trust's SHY Position: Q2 2023 in Review

Legacy Trust sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2023, closing a stake of 3,250 shares — an estimated $267K sold.

Legacy Trust first reported a position in SHY in Q1 2023 and held it in 1 quarter. The position peaked at $267K in Q1 2023. 1,085 funds tracked by Wall St. Rank hold SHY as of Q2 2023.

Legacy Trust reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
Legacy Trust sold 3,250 iShares 1-3 Year Treasury Bond ETF shares in Q2 2023, an estimated $267K.
Legacy Trust first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2023 and held it in 1 quarter.
Legacy Trust's iShares 1-3 Year Treasury Bond ETF position peaked at $267K in Q1 2023.
1,085 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2023.

Based on Legacy Trust's 13F filing for Q2 2023, filed 8 Aug 2023.