Lehman & Derafelo Financial Resources’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Lehman & Derafelo Financial Resources’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	$227K	Sell	2,794 -46	-2%	-$3.73K	0.07%	101
2022 Q3	$231K	Hold	2,840	–	–	0.07%	87
2022 Q2	$235K	Hold	2,840	–	–	0.07%	93
2022 Q1	$237K	Hold	2,840	–	–	0.07%	100
2021 Q4	$243K	Hold	2,840	–	–	0.07%	95
2021 Q3	$245K	Buy	2,840 +1,623	+133%	+$140K	0.08%	87
2021 Q2	$105K	Buy	1,217 +875	+256%	+$75.5K	0.03%	133
2021 Q1	$29K	Hold	342	–	–	0.01%	165
2020 Q4	$30K	Hold	342	–	–	0.01%	164
2020 Q3	$30K	Hold	342	–	–	0.01%	188
2020 Q2	$30K	Buy	342 +47	+16%	+$4.07K	0.01%	179
2020 Q1	$26K	Hold	295	–	–	0.01%	130
2019 Q4	$25K	Hold	295	–	–	0.01%	153
2019 Q3	$25K	Hold	295	–	–	0.01%	139
2019 Q2	$25K	Hold	295	–	–	0.01%	138
2019 Q1	$25K	Hold	295	–	–	0.01%	140
2018 Q4	$25K	Buy	+295	New	+$24.5K	0.01%	130

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

Lehman & Derafelo Financial Resources's SHY Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.6% in Q4 2022, selling an estimated $3.73K and leaving 2,794 shares worth $227K. The position accounts for 0.07% of the portfolio, ranked #101.

Lehman & Derafelo Financial Resources first reported a position in SHY in Q4 2018 and has held it in 17 quarters since. The position peaked at $245K in Q3 2021. 1,110 funds tracked by Wall St. Rank hold SHY as of Q4 2022.

Lehman & Derafelo Financial Resources held 2,794 shares of iShares 1-3 Year Treasury Bond ETF worth $227K as of Q4 2022.
Lehman & Derafelo Financial Resources sold 46 iShares 1-3 Year Treasury Bond ETF shares in Q4 2022, an estimated $3.73K.
iShares 1-3 Year Treasury Bond ETF made up 0.07% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #101 holding.
Lehman & Derafelo Financial Resources first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and has held it in 17 quarters since.
Lehman & Derafelo Financial Resources's iShares 1-3 Year Treasury Bond ETF position peaked at $245K in Q3 2021.
1,110 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.