Level Financial Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-270
Closed -$22K 322
2022
Q2
$22K Buy
+270
New +$22.4K 0.02% 138

Other funds holding SHY

Level Financial Advisors's SHY Position: Q3 2022 in Review

Level Financial Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2022, closing a stake of 270 shares — an estimated $22K sold.

Level Financial Advisors first reported a position in SHY in Q2 2022 and held it in 1 quarter. The position peaked at $22K in Q2 2022. 1,041 funds tracked by Wall St. Rank hold SHY as of Q3 2022.

  • Level Financial Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Level Financial Advisors sold 270 iShares 1-3 Year Treasury Bond ETF shares in Q3 2022, an estimated $22K.
  • Level Financial Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2022 and held it in 1 quarter.
  • Level Financial Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $22K in Q2 2022.
  • 1,041 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2022.

Based on Level Financial Advisors's 13F filing for Q3 2022, filed 18 Oct 2022.